Sales Order Approval Workflow

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Posted on by Binesh

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Hello experts,

In setup "Sales Order Approval Workflow" in default user needs to "Send Approval Request" and once the Approver Approved this Order then he able to post.

But now my requirement is only sending the mail/notification to regarding Approver, if his amount is more than 5000, no need to "Send Approval Request".

How could i achieve this in NAV 2016.

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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HI,

IN the first Workflow Setps i.e "Approval of a sales document is requested.".

Change the on condition and Add Your Filter, either Amount or Amount (LCY) > 50000.

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Binesh 7,885 on at

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Hello Saurav, Thanks for ur response,

Already i given the OnCondition, see the screenshot

But Requirement id : If the user has

"Document Type: Order,

Status: Open,

Already approved: No,

Amount: >5,000" THEN

send the Email/notification only, no need to wait for Approval Confirmation,

Also no need to "Status = Pending Approval",

without confirmation user has to be able to post the order.

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Hi,

Then Look for Approval User Setup and in front of user who is sending request assign Sales Amount Approval Limit to 5000.

It will automatically get approved, but yes the approval cycle will run.

** This one is old and is there from NAV 5. :)

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Binesh 7,885 on at

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Thank you Saurav,

According to ur suggestion i set-up the "Sales Amount Approval Limit to 5000" And it released upto 5000 it's OK,

but my requirement is when the Amount is exceed 5000 then send the Email/Notification only, Not require Approval,

See the bellow screenshot

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Without a Approval Request to Approve why you want to send an email to approver?

if you don't want the approval process why email.

OR

you just have issues with this message that - "An approval request has been sent"?

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Binesh 7,885 on at

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I want just Intimation to Sales Manager,

Like :

Sales Order 1008

Amount 8,000.00

Amount ($) 8,000.00

Customer 10000 The Cannon Group PLC

is Created...

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Then you are on wrong direction, if you don't want approvals -

1. Then you dont need all the lines in the Workflow steps.

2. Only on the first line you just need one line create a notification one.

I am not sure may be you need to have a custom workflow for this? or is it possible to map by changing workflow steps on any of the standard one.

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Binesh 7,885 on at

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Thank you so much for your valuable suggestion,

Yes, I need this "Send approval request for the record and create a notification" only,

For that i need custom Workflows, now i'm going to customize.

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