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Hi,

 

In Alliance V15.4 is it possible to define an approval process for a credit note (customer or supplier) ?
In the approval process transaction, a credit note is not available in the list. Do we have a way to add it ?
 

If not, is it possible to define a process (process flow or other way) that allow to define steps before the release of the credit note ?

For example : if a credit note (customer or vendor)  is > 5000 € then we need the approval of a user or Action group Manager , etc… before the Release of the Credit Note.

Thanks and Regards

Hi Anthony,

No, Credit Note is not an option for the approval process.  However, if the credit note is generated by a customer return, the Customer Return is available.  This will not satisfy the general credit note process.

As for using a process flow, I don’t believe this would prevent the release but could be used to populate a field indicating this has not been reviewed.

I suppose another option would be to use Customizer to disable the release option while another field does not indicate it is approved as a criteria.  If you create a custom field for Reviewed and then disable the release option when Reviewed is not true and value is over 5000, this may work.  I have not really tried it but just a suggestion?

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