Hi Team,
We have a client, Assetissure, who has requested an additional requirement to send reminder emails to approvers.
Below is their requirement:
We have configured the AP Purchase Invoice approval policy based on departments.
When an AP Invoice is submitted, the system sends an email notification to the approver, which is the standard functionality.
In addition to this standard functionality, they would like the system to send reminder emails daily or every two days if the AP Invoice remains in a Submitted state and is still pending approval.
As per the standard functionality, this requirement cannot be achieved through Smart Events. Therefore, we decided to proceed with a custom development approach.
However, we are currently facing an issue where we are unable to access the approval history via the API in order to determine the approval status of an invoice.
Could you please assist us in identifying a possible solution? Specifically, we would like to know if there is any way to access approval history data through the API, which would enable us to meet this requirement.
Please find below details
- Are you using XML API, REST API, or Platform Services for the custom development? - Ajax SDK using platform services.
- Do you need current approver details, full approval history, or only invoices still pending approval?- Current approver details.
- Is this requirement for a single entity or multi-entity environment? - Multi-entity
Regards,
Pooja
Hi Team,
We have a client, Assetissure, who has requested an additional requirement to send reminder emails to approvers.
Below is their requirement:
We have configured the AP Purchase Invoice approval policy based on departments.
When an AP Invoice is submitted, the system sends an email notification to the approver, which is the standard functionality.
In addition to this standard functionality, they would like the system to send reminder emails daily or every two days if the AP Invoice remains in a Submitted state and is still pending approval.
As per the standard functionality, this requirement cannot be achieved through Smart Events. Therefore, we decided to proceed with a custom development approach.
However, we are currently facing an issue where we are unable to access the approval history via the API in order to determine the approval status of an invoice.
Could you please assist us in identifying a possible solution? Specifically, we would like to know if there is any way to access approval history data through the API, which would enable us to meet this requirement.
Please find below details
Regards,
Pooja