I am very new to Epicor, so I apologize if this is a basic question. I’m exploring options for in-system AP approvals. My hope is to develop a process that allows a user, or users, to be assigned approver permissions to approve AP invoices and payments. They would need to be able to see a batch, click into any transaction and see the attached documents, and approve or decline the payment. I would expect the system to not allow a transaction for ACH payment or check printing until after that approver has selected “approve” (to provide the appropriate controls for issuing payments).
Does this functionality exist in the core system or has anyone leveraged BPMs to design something similar?
Michael, using the UD field is an interesting idea. Does your approach include a method to easily view the planned batch and click into any attachments as part of that view. In theory a simple view that a CFO or CEO could browse through, click into details as necessary, then select that UD approve field?
We developed a Blazor Web App as a front end to many of our most frequently used modules in Kinetic (Time Entry, Expense Entry, Approvals, etc…). We call it “Innocor” (Innovative Automation’s app for Epicor). When we went live with E10, we decided we wouldn’t create any custom classic apps because we would just have to upgrade them to Browser UX in a few years anyway. Innocor was built using REST, so the upgrade to Kinetic was seamless.
As for AP Approvals, there’s not much special about it - There’s a couple of BAQs and a function for approving/rejecting an AP invoice. You could likely do it in Application studio if you still have enough hair to pull out.
The BPM is an in-transaction data directive on APInvHead. The Approval Status custom field will get set to “Approval Required” if it meets all of the conditions (above an amount threshold).
