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Workflow - Purchase Quote

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Within Business Central using the workflow tool, how can you configure the Purchase Quote workflow for different approvers based on Payment Method eg. Credit Card as opposed to all other payment methods?

  • stephenm171 Profile Picture
    stephenm171 23 on at
    RE: Workflow - Purchase Quote

    Thank you. I  did this - just though need to do this for every payment method so that all quote process through a workflow

  • stephenm171 Profile Picture
    stephenm171 23 on at
    RE: Workflow - Purchase Quote

    Thank you - will have a look to see what i can get done. Cheers

  • Bilal Haider Profile Picture
    Bilal Haider 133 on at
    RE: Workflow - Purchase Quote

    If this can be possible without development then great. I will try this.

  • Suggested answer
    JAngle Profile Picture
    JAngle 48 on at
    RE: Workflow - Purchase Quote

    Payment method is a header field so I believe this is valid. You will need to have multiple workflows for the same thing and just have the payment method as a filter in the first line of the workflow. You will see it says document type on the top line. Just add a filter for payment method too. In the response you can then add the different approver. Again this is per workflow. We have a client doing this for another circumstance.

  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 133 on at
    RE: Workflow - Purchase Quote

    Hi,

    This is valid case but unfortunately this Workflow event is not available. You need to add this workflow event and its related response.

    You can check this link: docs.microsoft.com/.../devenv-walkthrough-workflow-events-responses

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