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i would like to give a user approval on a certain GL code when approving requisitions? this code hits their budget but they are not seeing it for approval.

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3 comments

  • Mark Whitmore

    Hi @Neal Hughff​,

    Thanks for your really interesting question.

     

     You cannot set a specific approval route for products assigned to a GL code by default.

     

    Depending on what you are looking to order, you could either:

    a. Set-up an approval route e.g. Housekeeping approval and train that all housekeeping products need to use that approval route for requisitions.

    b. Restrict the User to only being able to use the approval route containing that User.

     

    I hope that helps

     

    Best

    Mark

    Fourth

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  • Neal Hughff

    Hi Mark,

     

    could you explain how to do the top 2 options please?

     

    thank you

     

    Neal

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  • Mark Whitmore

    Hi @Neal Hughff​ ,

     

    There's a great article on how to set-up approval routes here: ​https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-an-Approval-Route

     

    And this article will show where to specify if a User needs an allowed route and how to specify it: https://fc.force.com/customer/s/article/Purchasing-Inventory-User-Center

     

    Best

    Mark

    Fourth

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