Custom Approval flow for BillingInvoice in FSM Billing module

Hi,

I need to create a custom approval flow (similar to the delivered AP InvoiceApproval flow). I see that there is no delivered Service/Process definition for BillingInvoice approval after Releasing (ReleaseUnreleased) the invoice. The status of the invoice changes from "Unreleased" to "Edit" immediately after taking "Release" action. Please provide your inputs on how to create an approval flow for the "Release" action.

Thank you,

Vikram

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unknown

Here is what I am thinking...

1. Hide or restrict the delivered action for the users.

2. Create a new Instance Action (ReleaseXXX) and using Exit rules, invoke the custom approval IPA and the IPA will call the delivered Release action.

Please let me know if you have any other thoughts.

unknown

Please share your views on this. @brian-roberts

unknown

Why wouldn't you just create a configuration that is a request action

Release is an Update RequestAction

request action process is Release

unknown

@brian-roberts Action Requests require at least one parameter (We can default all the parameters), and a parameter screen pops up every time the user takes the action. I would like to avoid this additional screen popup.
I think I have to hide/restrict the delivered "Release" action and provide access to this new Request action to the users. Please let me know which is the best practice.

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