You have an invoice that was created for one item with different Cost Assignments. Each one from a different Project Task, each Project with a different Project Manager.
Your Approval Process is defined by Cost Assignment and in the Approval Screen, you could see that the Approval Task went to only one Project Manager and it should have been sent to all the Project Managers.
It might happen to both Supplier and Customer Invoices.
Reproducing the Issue
Reproducing it as if it was Supplier Invoice:
- Go to Supplier Invoicing Work Center.
- Go to Invoices and Credit Memos View.
- Search and open the affected Invoice.
- Go to Items tab.
You see that for the specific item, there are more than one Cost Assignment. Each one from a different Project Task, each Project with a different Project Manager.
- Go to Approval tab.
You see that there is only one Approver showing.
Check what is the valid Approval Process for the specific document and see that the All Approvals Required box is not checked for the step in which the Approval Task was triggered.
Because of this, in the Invoice screen, you will only see the person who has approved the document first.
If you follow the steps below, you will see that the approval task went to all the project managers:
- Go to Application and User Management work center.
- Go to Business Task Management View under Task Distribution.
- Select the row related to the affected invoice and see that in Person Responsible it says Multiple Persons.
- Click this link and you will see the name of all the project managers.
The approval task was created for all project managers, although since the Approval Step its shown that not All Approvals are required. In the Invoice Screen it will show only the person who has approved it first.
System is behaving as designed and for this scenario, the Approval Task will show only the person who has approved the document, for it to show all the responsible persons, you have to maintain an Approval Process that for the affected step, the All Approvals Required box is checked.
KBA , LOD-CRM-EMP , Employee , How To