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Hello,
We are currently implementing Microsoft Dynamics NAV 2016 for procurement.
Our required approval process for Purchase Orders is the following: 1) the Procurement Officer creates the PO and sends it for approval to the Budget Holder. 2) The Budget Holder approves the PO and sends it for approval to the Country Director. 3) The Country Director approves and sends it to the Finance Check, which is the final approver of the document. 4) If the Finance Check approves, then the document is released.
The problem comes when, in some scenarios, the same user plays the role of Budget Holder and Finance Check. For example our Chief Finance Officer Claire acts as Budget Holder and also does the Finance Check for some purchases. I know this would create a circular hierarchy in MS NAV Approval User Set Up and would be a challenge for implementation.
My questions concerning this are the following:
- Would be possible to set up this approval process using the standard MS Dynamics NAV Document Approval functionality
- I have read that In NAV 2016 approval templates have been replaced by workflows. Will this approval workflow functionality help to implement the approval process defined above?
- Can MS Dynamics NAV 2016 be customized by a Microsoft Certified Partner to implement the process above? Would this customization be very complex or simple?
Thank you in advance for any help or orientation about this matter.
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Agree with Binesh, it cannot be setup by standard means. One option is that there would be two different logins for the same user, so he would need to login twice with different accounts. But, it is quite clumsy solution. Otherwise, perform customization as proposed.
hi,
Can MS Dynamics NAV 2016 be customized by a Microsoft Certified Partner to implement the process above?
sure but complex , you need to modify some Standard Tables, some Workflow and , mailing codeunits etc. , a lot of objects.
Hello Maria,
1) Not possible to set up this approval process using the standard MS Dynamics NAV Document Approval functionality, Because in Table "Workflow User Group Member" primary key is "Workflow User Group Code,User Name", So it won't allow to create multiple group member in a Workflow User Group with same User.
2) But by customization you can create, you have to create and change primary key "Workflow User Group Code,User Name,Sequence No."
In this scenario you have to change all workflow related tables, as per relation. so it little bit complex.
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