PO Workflow - Multiple Approver ID

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We use a divisional dimension to account for multiple divisions in one Navision Entity.

Our Head office Purchasing staff raise orders for managers across these divisions therefore Authorisation is based on Dimension and Value and therefore there is no direct Approver for all PO's that as user creates

Example

User 1 raises an order for Division A and approval is by User 2 for all values

User 1 also raises an order for Division B and approval is by User 3 upto £9000 or User 4 if greater than £9000

As far as I can see each user can only be set up with one Approver (and a substitute) in the approval set up.

How do I configure the example above ? do I need to use the conditions in the Workflow ? if so at what is the condition and at what point in the workflow doe it need to be ?

I am just using the Standard PO workflow template at present

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Amol Salvi 18,698 on at

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Hi,

Standard Navision is allow to have one user-one approver concept

You need to customize the requirement by looking at above configuration.

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ManishS 86 on at

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Which Version of NAV ?

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HoangNam 322 on at

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You can create 2 Workflow (POWF_A and POWF_B) from Standard PO Workflow template.

You need to modify Condition of these Workflow.

- For POWF_A: Document Type: Order, Shortcut Dimension 1 Code: A, Status: Open.

- For POWF_B: Document Type: Order, Shortcut Dimension 1 Code: B, Status: Open.

About Approval request, you should setup as:

- For POWF_A: Approval Type=Workflow User Group; setup one Workflow User Group with User 2 via member.

- For POWF_B: Approval Type=Approver OR Salesperson/Purchase; Approver Limit Type=First Qualified Approver.

Note:

- You must setup Shortcut Dimension 1 Code via Department on General Ledger Setup.

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Community Member on at

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Navision 2016

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Tharanga Chandrasekara 23,118 on at

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I would go with Nam Hoang Nguyễn suggestion. If not you need to customize the workflow.

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Community Member on at

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Please have similar issues where I have the following users

3 users - sequence 1,1,2 one approver per sequence,

4 users - sequence 1,1,2,2 one approver per sequence,

5 users - sequence 1,1,2,3,3 one approver per sequence,

6 users - sequence 1,1,2,2,3,3 one approver per sequence,

7 users - sequence 1,1,2,2,3,4,4 one approver per sequence,

8 users - sequence 1,1,2,2,3,3,4,4 one approver per sequence,

I used pending Approvals: 1 and Pending Approvals >1 but at the end of the last approve, the document is not released and how can I customize the workflow.

Thanks

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