Release Notes for Advanced Approvals

23.5.241118.2 

• Added OnBeforeCheckItemJournalBatchApprover integration event.

23.5.241031.5

• Added Detailed Approval User Setup table to the Basic permission set.
• Fixed issue with clearing and setting Blocked By Workflow when triggered from block & unblock master data workflows.

19.2.240904.1

• Fixed approval delegation not passing Approver ID correctly.

23.5.240801.3

• Target v23.
• Reverted to using standard Gen. Journal approval implementation.
• Advanced Approvals for Australia: Target v23.
• Approvals for eBanking Core: Target v23.

22.3.240712.2

• Hide standard promoted Send and Cancel Approval categories on General Journals page.

22.3.240628.4

• Improved workflow steps for blocking and unblocking customers, vendors and items.

22.3.240624.1 / 19.2.240624.3

• Resolved issue where the Customized Calendar Entries page did not fetch latest entries after using the “Update Absence Period” action.

22.3.240612.1

• Advanced Approvals for Australia: Improved integration to Microsoft services.

22.3.240531.1

• Obsoleted “Allow Approval from Approval Entries” feature on Workflow Step Arguments page and marked for removal in an upcoming release.
  • Removed action customisations to prevent approvals on the Approval Entries page.
• Improved the standard Requests to Approve page:
  • Added “Date-Time Sent for Approval” field.
  • Added subforms to display additional details for Sales Line, Purchase Line, General Journal, Item Journal, Customer, Vendor and Item records.
  • Added Approval Comments subform.
  • Added Document Attachments FactBox to show attachments from the source document.
• Advanced Approvals for eBanking Core: Improved integration to Microsoft services.

22.3.240514.2

• Removed approval status checks from General Journal Line & Item Journal Line table.
• Added approval Factboxes to Payment Journals page.

22.3.240510.4

• Advanced Approvals for eBanking Core: Updated to support the latest eBanking change to standard fields.

22.3.240424.2

• Fixed Approval Factbox not showing self approvals on card pages.
• Requests to Approve cue now drills down to the Approval Entries page.

22.3.240423.2

• Reworded Substitute tooltip on the Approval User Setup page.

22.3.240416.2

• Skip approval checks on recurring journal batches and lines.

22.3.240328.1

• Fixed typo in the Purchases & Payables Setup page.

22.3.240304.1

• Fixed issue where Block New Customer, Vendor and Item, workflow templates keep inserting new workflow steps automatically.

22.3.240215.1

• Fixed some approval workflow templates not being created.
• Fixed approval actions not appearing correctly on journal pages.

22.3.240125.2

• Added assisted setup.
• Added report to batch update the approval status of Vendor Bank Accounts.

22.3.240124.3 

• Fixed error occurred when a Purchase Invoice is created with recurring purchase lines.

22.3.231124.4

• Removed approval FactBoxes from Item Journal Batches page.
• Added “Approval Status” field to general & item journal lines and batches.
• Improved line and batch approval processes in the following pages:
  • Item Journals
  • General Journals
  • Physical Inventory Journals
  • Revaluation Journals
  • Item Reclassification Journals
• Added Approval and Approvers FactBoxes to general & item journal pages. 
• Moved Approval and Approvers List Factboxes first in the Factbox area across all documents.

22.3.231115.5

• Improved Approval FactBox showing requestor, approval status, approval chain and more details.  
• Added “Approvers List” and “Posted Approvers List” Factboxes showing approver name and approval status in list view. 
• Added Posted Approval Factbox to show approval details on posted documents.
• Added Approval and Approvers List FactBoxes to the following list and card pages:
  • Sales Orders
  • Sales Invoices
  • Sales Credit Memos
  • Sales Quotes
  • Sales Return Orders
  • Posted Sales Invoices
  • Posted Sales Shipments
  • Posted Sales Credit Memos
  • Purchase Orders
  • Purchase Invoices
  • Purchase Credit Memos
  • Purchase Return Orders
  • Purchase Quotes
  • Posted Return Shipments
  • Posted Return Receipts
  • Posted Purchase Invoices
  • Posted Purchase Receipts
  • Posted Purchase Credit Memos
  • Blanket Sales Orders
  • Blanket Purchase Orders
  • G/L Registers
  • Incoming Documents
  • Items
  • Customers
  • Vendors
  • Item Journals
  • General Journals

22.3.231115.2

• Replaced “Send Notification Back to Requestor” feature by the standard Notify Sender workflow response.
• Automatically upgrade and remove “Send Notification Back to Requestor” response from existing workflows and templates when the app upgrades or installs.

22.3.231109.5

• Improved integration with Advanced Approvals for eBanking Core.
• Advanced Approvals for eBanking Core: Added approval check for vendor bank account.

22.3.231103.4

• This version requires eBanking Core for Australia and New Zealand v22.3.231103.2 or later.
• Updated dependency on eBanking Core for Australia and New Zealand v22.3.

22.3.230928.6

• Added a checkbox to disable Purchase Approved Tolerance feature on Purchases & Payables Setup.

22.3.230817.0

• Added GetSuspendedStatusCheck to purchase order approved amount tolerance.
• Migrated Sales Order status check upon converting Blanket Sales Order to Order.
• Migrated Sales Order status check upon converting Blanket Order lookup on Purchase Order and Sales Order cards.

19.2.230815.5

• Added GetSuspendedStatusCheck to purchase order approved amount tolerance.

22.3.230804.6 / 19.2.230804.3

• Fixed Approved Tolerance Limit triggered incorrectly when posting Purchase Orders with prepayments.

22.3.230802.1

• Upgraded app to v22.
• Fixed approval delegation not passing Approver ID correctly.
• Automatically generates “Calendar Entry Source No.” for the selected user when setting “Leave Base Calendar Code” on the Approval User Setup page.
• Advanced Approvals for eBanking Core,
  Advanced Approvals for Australia:
  • Upgraded connector to v22.

19.2.230714.6

• Added temporary record check before delegating approval entries.

19.2.230623.1

• Updated approval delegation feature to subscribe toOnBeforeInsertEvent event in the Approval Entry table.

19.2.230608.2

• Fixed approval entries check still triggered TestStatusOpen with purchase tolerance enabled.
• Updated approved tolerance amounts to show better error text for local and foreign currency.
• Fixed automatic substitution when the original approver is unavailable and delegating to additional substitutes.

19.2.230503.1

• Added status restrictions to SWIFT Code, IBAN, Bank Clearing Code, and Bank Clearing Standard.
• Exposed FSG_AA_CheckStatusOpen function on Vendor Bank Account for adding status restrictions to custom fields.

19.2.230413.2

• Fixed incorrect approval delegation for approval admins.

19.2.230310.1

• Added notification to remind the user to install the eBanking and/or AU connector if the environment requirements are met.

19.2.230303.1

• Added approval forwarding: Delegate approval entries to a selection of substitutes.
• Added approval overview: View and approve documents directly from the approval entries page.

19.2.230131.6

• Fixed vendor/customer blocked options visibility on Workflow Response Options.

19.2.221205.1

• Check Recipient Bank Accounts’ approval status instead of Customer/Vendor Bank to make app compatible with W1 release.
• Advanced Approvals for Australia: (NEW)
  • Check Customer/Vendor Bank’s approval status for Australian release only.

19.2.221125.8

• Updated tooltips.
• Added Australian translations.
• Advanced Approvals for eBanking Core: (NEW)
  • This app requires eBanking Core 17.1.221125.3 or later.
  • Checks Vendor Bank Account approval status when generating EFT file on Payment Journals.

19.2.221111.1

• Promoted Approval actions to Process.

19.2.221109.1

• Updated app brief and description.
• Added license checks.
• Added test suite.

19.2.221010.1

• Initial release.
• Vendor Bank Account approval.
• Item Journal approval.