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Permission Issue

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Posted on by Niki

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Hi Experts,

I need to setup workflows for Purchase order, Sales order and sales credit memo. My requirement is , there are two people who approve, and whichever of them approves, the document must be released. How can I set this workflows?

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Dynamics 365 Business Central

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Aman Kakkar 1,623 on at

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Hi,

FYI - Workflow User Group

You can navigate to Workflow User Groups, and add Workflow User Group Members with the same sequence number. For Example -

If you only have one level approval, set the sequence number as 1 for both of them.

Hope this helps,

Aman K

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OussamaSabbouh 2,817 on at

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Hello,

To allow either one of two people to approve a Purchase Order, Sales Order, or Sales Credit Memo, just create one Approval User Group and put both users on the same sequence level.
Same sequence = OR approval.
Whoever approves first → the document is automatically Released.

Then assign that Approval User Group in each workflow (PO, SO, SCM) using the standard templates.

Regards,
Oussama Sabbouh

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Pallavi Phade 2,987 on at

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Namaste @Niki

Please go through my answer in below thread this will help

https://community.dynamics.com/forums/thread/details/?threadid=abe50187-56a3-f011-bbd3-000d3a554a74

Warm Regards

Pallavi Phade

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