Acumatica Approval Maps Training | Approval Workflows, Assignment Maps & Notifications Explained
Welcome to Central Nervous Systems’ Acumatica training class on Approval Maps — part of our weekly Acumatica ERP education series designed to help businesses streamline processes and empower new users.
In this session, you’ll learn how to create and manage Approval Maps, Assignment Maps, and Notifications in Acumatica ERP. These tools form the foundation of automated approval workflows, ensuring compliance, accountability, and efficiency across departments — from purchasing and accounts payable to projects, CRM, and HR.
💡 In this Acumatica Approval Maps training, you’ll learn:
✅ What Approval Maps, Assignment Maps, and Notifications are and how they work together
✅ How to configure approval workflows for AP Bills, Expense Claims, Time Cards, Pro Forma Invoices, and Project Change Orders
✅ How to create multi-step approvals (e.g., project manager + supervisor sign-off)
✅ How to set conditions, rules, and entities within each approval map
✅ How to automate assignment routing in CRM (from leads to opportunities to projects)
✅ How to use notifications (email, SMS, dashboard alerts) to keep users informed
✅ Tips to avoid workflow bottlenecks and approval delays
✅ Examples of standard approval map templates built into Acumatica
This hands-on Acumatica tutorial is perfect for system administrators, accountants, project managers, and operations teams who want to automate their approval processes and gain full control of their business workflow inside Acumatica ERP.
📚 All CNS training classes are recorded and available on-demand for clients at acumaticaengineering.com/maintenance-classes. For upcoming sessions, visit acumaticaengineering.com/acumatica-training.
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