Could a workflow approval process be set up just for credit memos? (AR)
I see that there is an AR batch approval but could this be modified to be dependent upon the doc type?
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Credit memos for receivables - not payables
Deanne -
Short answer is Yes.
First off, enabling work flow for PM Transactions requires all transactions in the window be submitted for workflow evaluation, which is not the same thing as approval. Just making the point that Invoices, Misc Charges, Finance Charges, etc. entered in the window will need to be submitted. If you set it up as follows, only Credit Memos will need to be approved.
First off, you'll want to go to Setup > Company > Workflow Maintenance and setup a Workflow
You are going to want to make sure you do not check the "Always require at least one approver" box.
When you add the step, you'll want to select the radio button "Action is required only when the following condition is met:
Then select the blue arrow at the top right hand corner of the box below that selection an set the option as I have above, then click add.
This should get you where you want to be.
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