Hello Everyone!
One of our customers has encountered a scenario where cancellation of vouchers doesn’t follow the Approver Assigning rule though they have set two approvers for approving vouchers through the Approver Assigning rule when cancelling an invoice by an end user. Is there any setting that would enable the approval for cancellation of vouchers to follow the approver assigning rule?
BR
Gaveshi
Best answer by Peshala Gamage
View original
+1
According to current functionality approval workflow has not been supported for the cancellation vouchers. However the cancel voucher option can be controlled with user grants and the general authority rules will be applied. (enter and approve set up in user groups)
+9
Hi
This was raised in the bug swarming session in a previous case owned by me and it was informed that the approval workflow has not captured the cancellation of vouchers, where there's no solution currently available in Core right now, therefore it was requested to add this as an idea in IFS community. So, I created an idea link in the community I drop the link below. If you can please go to the link and upvote the same,
but there’s a possible workflow which would enable a single approver from the two defined approvers in through the Approver assigning workflow when cancelling an updated GL voucher. As per the scenario please follow the below steps,
1. Create a new user group and add voucher approving users to the group.
2. Make sure that the approving users are added to the “voucher Approvers” window as well.
3. Add the newly created User group to the “combination rules” window.
4. Create an assigning rule in the “Approver Assigning Rule” window for the specific voucher type and add the approving users to the assigning rule and as per your requirement tick the “Two Approvers Required” and add a specific amount in the check box as Min Amount in Acc Curr box as per your need to activate the rule.
5. Then go to “voucher series per voucher type” window
6. RMB on 2021 series line and select “User group per voucher series “. (If this works fine you can perform the same to all series lines 2021, 2022 and etc)
7. There change the Authorization Level of User group AC to “Enter only” and add the newly created user group and set Authorization Level as “Approve only” or “Enter and Approve” as per your requirement.
8. Now if you create a new voucher and update it to the GL and tried to cancel it with an entering user or users in the AC group, it won’t allow unless a single approving user approve the cancellation entry.
Hope this would help.
Best regards,
Peshala
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