Assignment and Approval Maps

Form ID: (EP205500)

On this form, you can view a list of all assignment and approval maps available in the system. By using toolbar buttons, you can start creating a new assignment or approval map.

Form Toolbar

Button Description
Add Approval Map Opens the Approval Maps (EP205015) form, which you use to create a new approval map.
Add Assignment Map Opens the Assignment Maps (EP205010) form, which you use to create a new assignment map.

Table

The table displays a list of all available assignment and approval maps.

Table 1. Table Columns
Column Description
Map Name The name of the map, which is also a link that you can click to open the map on the form where it was created to view its details (and, if needed, to modify them).
Map Type The type of the map, which can be one of the following:
  • Assignment Map: Used for assigning business accounts, cases, contacts, email activities, leads, opportunities, purchase receipts, requests, or requisitions to owners for further processing.
  • Approval Map: Used for assigning approvers to projects or documents, such as bills and adjustments, employee time cards, equipment time cards, expense claims, expense receipts, projects, purchase orders, requests, requisitions, sales orders, or transactions.
  • Assignment and Approval Map: Used for either assigning entities to owners or assigning approvers to documents. Maps of this type were created in older versions of MYOB Acumatica, when the same for was used for both approval maps and assignment maps.
Entity Type The type of entity for which assignment or approval rules are specified in the map.