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Apps9: Creating approval routing for customer offset

  • April 14, 2021
  • 1 reply
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Sidekick (Customer)
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Am trying to create an approval routing for customer payment off sets where we usually perform write offs (Part of outstanding customer balance or all).

I have created the object connection, and set the approval template up itself, but I cant seem to be able to apply the routing. Is there any limitiations with this funcitonality that doesnt allow approval routings to be used??

 

The options appear, but i cant select which template i want to use. Or even attach a document

Here is the object connection setup

 

Best answer by Mathias Dahl

Hi,

When attachments are not enabled, in general, either you have enabled them (approval routing in this case) for the wrong LU or something is wrong in that form. 

In your case it seems to be the first option:

Above we can see that the LU used for attachments is “LedgerTransaction”.

This is tested in Apps 10 but mostly these LUs does not change much.

Enable LedgerTransaction for approval routing, save and restart and it will hopefully work.

/Mathias

CC @Yasas_AK 

 

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    1 reply

    Mathias Dahl
    Superhero (Employee)
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    • Mathias Dahl
    • Superhero (Employee)
    • 2903 replies
    • Answer
    • April 16, 2021

    Hi,

    When attachments are not enabled, in general, either you have enabled them (approval routing in this case) for the wrong LU or something is wrong in that form. 

    In your case it seems to be the first option:

    Above we can see that the LU used for attachments is “LedgerTransaction”.

    This is tested in Apps 10 but mostly these LUs does not change much.

    Enable LedgerTransaction for approval routing, save and restart and it will hopefully work.

    /Mathias

    CC @Yasas_AK 

     

    /Mathias
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