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Has anyone encountered adding an approval workflow...
# general
b
Has anyone encountered adding an approval workflow to vendor credits? I'm sure I can make a custom field and workflow to create it, but will it actually prevent it from posting if it's unapproved in a custom field? We already have the approval routing enabled for vendor bills, so I'm curious if it's possible to extend it to credits too.
n
Approval routing is available for Vendor Bill, JE, PO, SO and Expense Report. System does not post to GL until status is approved. For Vendor Credits, I don't think you can stop posting by simple workflow. Scripting might allow you to achieve that.
k
I wouldn't suggest it.
Instead - I'd use RMAs as a de-facto approval process
I.e. force Vendor Credits to be created from RMAs - person with the ability to approve converts to credit memo.
Using a custom GL impact to override GL impact status would result in wonky behavior in the AP process.
b
I'm not familiar with RMAs. I'll do some research!
k
I think they might be called Vendor Returns
essentially it's a "hey vendor, I'm shipping product back to you" kind of concept.
you can get around inventory impacts if you need to with that as well.
b
Ah, that would explain why I'm not familiar with it. We don't have any inventory and don't do returns or anything. I'm not sure if that will affect our ability to use vendor returns, but I'll look into it.
k
Wouldn't impact your ability.
b
Ok! Thank you so much!!
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