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Sales Order Credit Limit Approval Workflow

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Posted on by AS-21061352-0 4
Hi all,
is it possible to setup as approver two  different users than can appove alternatively the request of approval?
 
Sales order over credit limit :
sent a request
User A and user B have both the possibility to approve the order
 
I've tried with the Workflow user group but the approval is required for  the users of the group , any idea?
 
Many thanks
Alessandro 
Categories:
Administration and permissions
Financial Management
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,202 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Hi, or you can try Power Automate, which is more flexible than standard Workflow.
     
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,078 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Your workflow  user group needs to have the two user's setup both with Sequence No. 1:
     
     
    And then in the Workflow Steps the row for the approval needs to have the condition Pending Approvals: 1
     
     
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,959 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Hi Alessandro,
     
    This video explains how to use Approval User Group to achieve what you wanted.
     
     
    Regards,
    Saurav Dhyani

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