Approval Due Dates in Microsoft Dynamics 365 Business Central

Approval Due Dates in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central (BC), managing approval workflows effectively is crucial for ensuring smooth operations. One feature within these workflows is the Approval Due Date, which sets a specific timeline for approval actions. Here's a brief guide on how the approval due date works and how to configure it.

Where is the Approval Due Date Set?

The approval due date is typically set within the Workflow Responses section in Business Central. When setting up or modifying a workflow, you will find the option to add a Due Date Formula. This field allows you to define when an approval should be completed, using a specific formula (e.g., "1W" for one week).

How Does the Approval Due Date Work?

Once the due date is configured, Business Central tracks the timeframe within which the approval must be completed. If the approval isn't actioned within the defined period, the entry is marked as overdue. You can also leverage features like Overdue Approval Notifications to remind users of pending approvals that need attention.

• Send Overdue Notifications: Business Central allows you to set up notifications that alert approvers and their supervisors of any overdue approvals. This helps keep the process moving even when tasks slip past their due date.

The approval due date is optional. Users can choose to set it based on their business needs or remove it altogether if it's not necessary for their workflow. Additionally, the Due Date Formula can be modified or deleted anytime, providing flexibility depending on changing requirements.

Conclusion:

The Approval Due Date in Business Central provides an effective way to ensure approvals are handled in a timely manner, but it’s a flexible option that can be adapted or removed as needed. Setting up the due date in the workflow ensures smoother operations and timely decisions within your approval processes.