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workflow "approver limit type"

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Posted on by Afazal 744

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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  • karthikeyani c Profile Picture
    karthikeyani c 190 on at
    RE: workflow "approver limit type"

    Hi, 

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

    Thanks & Regards,

    Karthikeyani C 

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: workflow "approver limit type"

    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

  • Mani Patel Profile Picture
    Mani Patel 34 on at
    RE: workflow "approver limit type"

    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.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: workflow "approver limit type"

    Mani,

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

    Steve

  • Mani Patel Profile Picture
    Mani Patel 34 on at
    RE: workflow "approver limit type"

    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.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: workflow "approver limit type"

    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. 
    1. 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). 
    1. 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

  • Verified answer
    Vanessa Garcia Profile Picture
    Vanessa Garcia on at
    RE: workflow "approver limit type"

    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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