Approval user setup

(0) Share

Report

Posted on by Chorus questions an...

Hi,

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

Approval User Setup.

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?

Your help will be appreciated.

All responses (4)

Answers (2)

Sort by

Verified answer

Dynamics 365 6 on at

Like (0)

Report
Copy link

Link copied!

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.

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

Thanks
Suggested answer

Nitin Verma 21,812 Moderator on at

Like (0)

Report
Copy link

Link copied!

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

Chorus questions an... 30 on at

Like (0)

Report
Copy link

Link copied!

Thanks Aman, I have tested and yes this works. Thanks for you quick reply. Cheers Sue
Chorus questions an... 30 on at

Like (0)

Report
Copy link

Link copied!

Hi Nitin, There is only one PO created.

Cheers

Sue