I would want to know how to use approver limit type in BC workflow based on approver type "Approver" as image attached, there are multiple limit types like approver chain, direct approver, first qualified approver. how to configure this.
Hi,
Still i'm unclear with example related to SALESPERSON/PURCHASER CODE.
Thanks & Regards,
Karthikeyani C
Manish,
If User 3 was the actual person creating the Purchase and sending the Approval Request, then no since User 3, in my example, has Unlimited Approval dollars, it will auto-approve. Is this what you are asking?
Thanks,
Steve
I appreciate the prompt response Steve :)
Sorry, I don't think I was quite clear enough in my question. If the Salesperson/Purchaser was set to USER 3 and the Approver Limit Type = Approval Chain, would you expect both USER 2 and USER 3 to receive approval requests or just USER 3?
Manish.
Mani,
The Request, since the amount = 300, will on be sent to User 2.
Hi Steve
A question about the example you've given.
If the Approver Limit Type was set to Approver Chain and a document with the amount of 300 was sent to USER 3 (because the approver type = Salesperson/Purchaser), would a request also be sent to USER 2? Or would it be released as soon as USER 3 approves the document?
Thanks in advance.
Afazal,
Adding to what Vanessa replied... Here is a quick overview:
The Approval User Setup window helps you define how approvals users interact according to a hierarchy. The following example shows how the Approval Type and Approver Limit Type settings control the navigation through the user hierarchy.
Assume the following user hierarchy:
User ID
Approver
Salesperson/Purchaser Code
Sales Limit
Purchase Limit
USER 1
USER 2
100
USER 3
A
500
B
Unlimited
As USER 1, you create a purchase document and send it for approval. What happens?
Approver Type = Approver
Hope this helps.
Hello Afazal,
please take a look to the following links that could help you:
(+) How ‘Approver Limit Type’ Works for Purchase Order Workflows in Microsoft Dynamics 365 - Dynamics 365 Business Central Community
Approval Types in Workflow for Microsoft Dynamics NAV 2016 - Microsoft Dynamics 365 Blog
I hope it helps
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