Dynamics Community Forum Thread Details

Sales Order Multi-Level Approval Workflow with Parallel First-Level Approvers in Business Central

Hello Experts,

We have one requirement for the Sales Order approval process in Microsoft Dynamics 365 Business Central (Version 28.0 IN Localization) and would like to know whether the below approval hierarchy is possible through standard workflow setup or customization.

Users:

Sales Coordinator – Responsible for creating Sales Orders
Approver Level 1 – User 1
Approver Level 1 – User 2
Approver Level 2 – User 1

Scenario 1:

Sales Coordinator creates the Sales Order.
Sales Order status becomes Pending Approval.
Approval request is sent to both Level 1 approvers.
If either one of the Level 1 approvers (User 1 or User 2) approves the Sales Order, the Sales Order should be automatically Released.

Scenario 2:

Sales Coordinator creates the Sales Order.
Sales Order status becomes Pending Approval.
Approval request is sent to both Level 1 approvers.
If either one of the Level 1 approvers approves the Sales Order, then the approval request should move to Level 2 approver.
Sales Order should still remain in Pending Approval status.
Once Level 2 approver approves the Sales Order, then only the Sales Order should be Released.