Self Approver for Purchase Quote

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Posted on by Community Member

Hi,

I have some question about how to setup workflow for approve. I create simulation as below

For the normal situation, Person A create purchase quote and send approve to Person B. With workflow setup, I setup approver to direct approver, setup Approver ID Person B for Person A, and setup Person B as Unlimited Purchase Approval.
If Person B want to create purchase quote and need to release the document without any further approval (because he has unlimited purchase approval). How can I setup the workflow to suit this situation. Now I setup as above and when Person B send approve request, the system show and error "You must setup an approver for user id in the approval user setup window".

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RobertasR 5,002 on at

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RE: Self Approver for Purchase Quote

Hi,

You can't setup Person B to be it's own approver (NAV doesn't allow that). In your case you have to go for the 'Approver Chain' type, as Direct Approver will ignore the approval limits, hence you must have direct approver for each user.

If you go with Approver Chain type, then Person B sending approval will automatically release the quote.

See here for more:

blogs.msdn.microsoft.com/.../approval-types-in-workflow-for-microsoft-dynamics-nav-2016

Hope that helps.

Robertas
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CDsilva 4,184 on at

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RE: Self Approver for Purchase Quote

Hi,

In the approval setup, set the approver ID of Person B to Person B itself.
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Stefano Demiliani 37,162 Most Valuable Professional on at

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RE: Self Approver for Purchase Quote

Maybe this can help:

community.dynamics.com/.../239803