Approval Flow for purchase orders

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Posted on by NG-08051147-0

We want to use the Business Central approval flow for purchase orders. However, we also have the Continia add-on for Document Capture of purchase invoices.

When setting up a standard BC approval flow for the purchase orders, the flow cannot be executed because it refers to the Continia Document Capture functionalities for the purchase invoice approval.

We definitely want to keep both functions (BC and Continia) seperated, especially because we want to set-up more BC approval flows that are not available in Continia. Did someone else encounter this issue that 2 seperate applications are mixed up?

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Valentin Castravet 22,078 Super User 2024 Season 2 on at

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Approval Flow for purchase orders

The filter should be in here, if you don't see it, try to add it:

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
NG-08051147-0 8 on at

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Approval Flow for purchase orders

There is no filter available: it only states "purchase invoices".
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Valentin Castravet 22,078 Super User 2024 Season 2 on at

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Approval Flow for purchase orders

If you go to workflows and open the invoice workflow, is the document type filter = invoice only? Or does it not have a filter, or perhaps the filter is both invoice and order?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
NG-08051147-0 8 on at

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Approval Flow for purchase orders

In the PO when we click on following button

This is the response

However, the approval flow applicable for the PO is a standard workflow in NAV. The message regarding "check the LEVERANCIERS TYPE-values" is a Continia procedure for processing purchase invoices. For the processing/approving of purchase invoices via Continia Document Capture, we were obliged to use a dimension set to seperate the different approval flows per type of purchase invoice (trade goods, IT, HR, Transport, ...).
Jun Wang 7,072 Super User 2024 Season 2 on at

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Approval Flow for purchase orders

you could reach out to continia, ISV usually supports such requests
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Valentin Castravet 22,078 Super User 2024 Season 2 on at

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Approval Flow for purchase orders

Can you expand on the error you have, perhaps most a screenshot? I have seen environments using out of the box purchase order approval workflows that were using Continia Document Capture as well.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/