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workflow "approver limit type"

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Posted on by Afazal

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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.

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Vanessa Garcia on at

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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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Community Member on at

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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	100
USER 2	USER 3	A	500	500
USER 3		B	Unlimited	Unlimited

As USER 1, you create a purchase document and send it for approval. What happens?

Approver Type = Approver

- Approver Limit Type = Direct Approver: A request is sent to USER 2, regardless of the amount on your document, because USER 2 is your direct approver.
- Approver Limit Type = Approver Chain:
  - Document amount < 100: The request is automatically approved.
  - Document amount between 100 and 500: A request is sent to USER 2.
  - Document amount over 500: A request is sent to both USER 2 and USER 3.
- Approver Limit Type = First Qualified Approver: Same behavior as for Approver Chain, with the difference that the request is sent directly and only to the relevant user. For example, when the document is over 500, a request is only sent to USER 3.

Approver Type = Salesperson/Purchaser
- Same behavior as for Approver Type = Approver, with the difference that the first approver for the document is identified by the salesperson/purchaser code. For example, given B as the sales document approver, then the algorithm starts with USER 3 rather than USER 2 (which is the approver for the user who sends for approval).

Approver Type = Workflow User Group
- A workflow group consists of a number of users who are not structured in a hierarchy. Instead, they are ordered by a sequence number that controls the order in which they receive the approval requests.

Hope this helps.

Thanks,

Steve

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Mani Patel 40 on at

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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.

Manish.

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Community Member on at

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Mani,

The Request, since the amount = 300, will on be sent to User 2.

Steve

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Mani Patel 40 on at

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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?

Thanks,

Manish.

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Community Member on at

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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

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karthikeyani c 190 on at

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Hi,

Still i'm unclear with example related to SALESPERSON/PURCHASER CODE.

Thanks & Regards,

Karthikeyani C

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