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Document approval

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Posted on by PDL

Hi,

Is it possible to approve documents in Navision 2017, i.e scan the supplier invoice, upload it in Navision and send approval request to respective managers.

Thanks

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Community Member Microsoft Employee on at

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RE: Document approval

Hello,

You should consider Continia Document Capture to do exactly what you want. www.continia.com/.../

It is simple to implement and cost effective.

Thanks,

Steve
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YUN ZHU 76,009 Super User 2024 Season 2 on at

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RE: Document approval

Hi, It is recommended to upload it to the purchase invoice, and then submit the invoice for approval request.
You can integrate the uploaded Trigger with the Send Approvel action, which requires a small customization.

Hope this will help.

Thanks.

ZHU
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JAngle 46 on at

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RE: Document approval

A few things to check out: docs.microsoft.com/.../across-process-income-documents

“Incoming Documents” can have an approval process assigned or you can convert them to purchase invoices and then have an approval there instead.

For an enhanced experience with this type of process flow I’d advise looking at Continia Document Capture or Zetadocs.