How to Manage Company Trees, Approval and Assignment Maps in Acumatica ERP

📘 Acumatica Tutorial | How to Create Company Trees, Approval Maps & Assignment Maps

In this step-by-step Acumatica ERP tutorial, learn how to create and manage Company Trees, Approval Maps, and Assignment Maps to streamline workflows, enhance visibility, and strengthen approval control across your organization.

Whether you’re setting up your company hierarchy or designing approval rules for invoices and financial transactions, this video walks you through every step inside Acumatica Cloud ERP — from defining departments and workgroups to automating approvals based on business logic.

💡 What You’ll Learn

✅ How to Create a Company Tree in Acumatica

• Navigate to Configuration → Organization → Company Tree

• Build hierarchical structures for departments, branches, and teams

• Add new workgroups (e.g., Sales, Marketing, Service, On-Site, Administration)

• Assign employees to departments and visualize company hierarchy

• Understand how branches differ from workgroups within the organization

✅ How to Build Assignment Maps

• Learn where to access the Assignment and Approval Maps window

• Understand how assignment maps define who is responsible for specific tasks

• Automate routing of invoices, memos, and documents to the right employees or departments

• Use assignment rules to increase accuracy and accountability

✅ How to Create Approval Maps in Acumatica

• Define approval workflows for different business processes (e.g., Accounts Receivable)

• Add conditions and rules based on invoice amount, country, or project

• Learn to set approval logic such as “Invoices ≥ $500 must be approved by Manager”

• Assign approvals to specific employees or entire workgroups (e.g., Sales or Administration)

• Automate approval routing by conditions like amount, customer location, or project type

✅ Real-World Example: Automating Invoice Approvals

• Create a rule that routes invoices over $500 to a manager for review

• Set conditional logic for invoices by country (e.g., “U.S. invoices go to James for approval”)

• Manage exceptions and ensure no transaction is posted without proper authorization

⚙️ Why This Matters

Acumatica’s Company Tree and Approval Map features allow businesses to:

• Maintain transparent organizational structures

• Standardize approval processes across departments

• Reduce human error with automated routing

• Increase efficiency in invoice processing, sales orders, and expense approvals

• Ensure compliance and accountability through system-based workflows

🧠 Perfect For

• ERP Administrators and Implementers

• Accounting and Finance Teams

• Business Managers and Controllers

• Organizations automating approval workflows in Acumatica Cloud ERP