How can I set a "Does not match" condition in the approval matrix? (Cin7 Core)
With the approval matrix, you can define rules that determine which Approvers will be selected for each particular Purchase Order. Conditions are set based on the master data received from Cin7 Core: Suppliers, Categories, Inventory Accounts, etc.
Although positive rules are set by default, there is a way to add not only positive but also negative rules.
This is how you add a negative rule:
- In the main menu select your Organisation. Then, open the "Approval workflows" page in the "Workflows and settings" section:
- Select a workflow and open the approval matrix
:
- Click on the
button next to the field you want to set up.
- In the drop-down menu, select "Does not match".
- Save your changes by clicking on DONE.
Related Articles
How can I set up an approval matrix? (Cin7 Core)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select and open the approval workflow: Navigate to the step and open ...How can I set a "Does not match" condition in the approval matrix? (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular approval request. Conditions are set based on the master data received from Xero: suppliers, tracking categories, accounts, etc. ...How can I set a "Does not match" condition in the approval matrix? (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the Requester/values for created custom fields. Although positive rules are set by default, ...How can I set up an approval matrix? (Stand-alone)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings. Select an approval workflow, or create a new one: Navigate to the ...How can I set up an approval matrix? (QuickBooks Online)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select the workflow: Navigate to the step and open its approval ...