Approval button in Purchase Order and Sales Return Order Cards

(0) Share

Report

Posted on by mbr

5,136

Can anyone please provide me with a link on how the Approval button works in the Purchase Order and Sales Return Order cards? We would like to start using this but have no documentation on how this works. Any help is appreciated.

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (3)

Verified answer

Mohana Yadav 61,005 Super User 2025 Season 2 on at

Like (1)

Report

Do you mean Send Approval Request?

Go through these links

community.dynamics.com/.../purchase-approval-management.aspx

https://youtu.be/UbBVzjI5yVY

Was this reply helpful? Yes No
Verified answer

mmv 11,471 on at

Like (0)

Report

Hi,

You may try the below:

msdn.microsoft.com/.../hh879064(v=nav.70).aspx

msdn.microsoft.com/.../dd338778.aspx

Best Regards,

MMV

Was this reply helpful? Yes No
Verified answer

4BzSoftware 6,073 on at

Like (0)

Report

Hi mbr,

I did it long time ago. It is convenient for managers to view order detail and perform approval directly on document card page, rather than go back to approval entry list. First take a look these functions on approval entry page, then bring them to document card page. Source record of standard approval function is approval entry, therefore, on document card page, you need to get the approval entry of the document (should care about approver id and current userid). Invoke the function when you find approval entry, otherwise notify user that he/she has no permission to carry out approval function on current document.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Why can't the answer be found within NAV's help screens?

Why must one goto a youtube video (which not everyone has access to) or an obscure web address?

I've found NAV's help/search box to be just this side of worthless, and this is just another example.

Was this reply helpful? Yes No
mbr 5,136 on at

Like (0)

Report

Thank you all for your help. I had copied all the links and suggestions from all of you and will go through all the links and possibly customize (per Khoa). I am excited to learn about the approval process. Much obliged.

Was this reply helpful? Yes No