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Answered

Approval user setup

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Posted on by 30

Hi, 

I wonder if someone can help in understanding how the Approval user setup is not recognising a users $ limit.

Approval User Setup.

pastedimage1672715648424v1.png

The Workflow for Purchase Orders is standard copy from Template.

Sue has created a PO for $150 which is less than $1500 as per above. But when trying to release the PO it comes up that it needs to go through the approval process. My understanding is that Sue can create and release PO's as long its under her approval limit? 

pastedimage1672715919318v2.png

Your help will be appreciated.

  • RE: Approval user setup

    Hi Nitin, There is only one PO created.

    Cheers

    Sue

  • Verified answer
    RE: Approval user setup

    Thanks Aman, I have tested and yes this works. Thanks for  you quick reply. Cheers Sue

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Approval user setup

    Hi,

    Can you check that if there are more PO available with the user ID? I doubt if the limit as exceeded now.

    Thanks.

  • Verified answer
    Dynamics 365 Profile Picture
    Dynamics 365 2 on at
    RE: Approval user setup

    Hi Chorus,

    When you enable the Workflow setup for any document i.e., Purchase Order in your case, System won't allow you to directly Release the document from Release Button Functionality.

    User have to click on Send Approval Request, then by default system change the status as Release as per scenario setup in Approval User Setup.

    So Instead of doing Direct Release, Please go for Send Approval Request.

    pastedimage1672718600748v1.png

    Please VERIFY mu answer if you find relevant so it will helpful for other community Members also.

    Thanks

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