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?
