Allocation accounts are great, but they no longer work when approval is required on the invoice, entry, etc. I believe this is due to the recent introduction of restrictions on items that are approved or open for approval (i.e., an entry cannot be modified once it's submitted for approval). When trying to post an invoice or journal entry that has an allocation account and has already been approved, posting cannot occur. An error message states that the invoice needs to be reopened or that the journal entry cannot be modified. Please fix!
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Allocation Accounts can't be used when approval workflows are implemented... To me this is clearly a bug that needs to be fixed. Right now, these two valuable features don't work together and a BC users need to determine which feature is more important to them and then they can't use the other. This is unfortunate.This doesn't work because the Allocation Account feature inserts additional entries to approved transactions, which isn't allowed by the workflow controls. Just like I can't modify an approved entry without it needing to be approved again, the Allocation Account feature can't insert its additional entries. The workflow approval stops it from posting.
Category: Financial Management