I would like to approve credit memos prior to posting. Is this a BPM?

[btsimmerman (Brian Simmerman)]

Our controller wants to approve all credit memos prior to posting. How do I achieve that?

[JasonMcD (Jason McDermott)]

Hey Brian, welcome to the group!

You are correct: there is no built-in function that allows a person to create a CM (or any other invoice) yet not post it.

So, yes, you’d need a BPM to do this.

EDIT:
Ah, that’s right, there was a similar discussion recently - though this was AP, not AR.

AP Approval Workflows

Hello, 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 t…

[zwilli526 (Zack Williams)]

You can create credit memos in RMA processing.

These cannot be posted directly from the RMA. They require a user with access to AR Invoice Entry to “Get → Credit Memos” and pull them into a group to post.