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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / PO Workflow - Multiple...
Microsoft Dynamics NAV (Archived)

PO Workflow - Multiple Approver ID

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Posted on by Community Member

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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  • Community Member Profile Picture
    Community Member on at
    RE: PO Workflow - Multiple Approver ID

    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

  • Suggested answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: PO Workflow - Multiple Approver ID

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

  • Community Member Profile Picture
    Community Member on at
    RE: PO Workflow - Multiple Approver ID

    Navision 2016

  • Suggested answer
    HoangNam Profile Picture
    HoangNam 315 on at
    RE: PO Workflow - Multiple Approver ID

    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.

  • ManishS Profile Picture
    ManishS 78 on at
    RE: PO Workflow - Multiple Approver ID

    Which Version of NAV ?

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: PO Workflow - Multiple Approver ID

    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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