Microsoft Dynamics NAV (Archived)

Purchase Order Approval Hierarchy

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Hi,

How to setup below approval process for purchase orders in Dynamics NAV 2013 R2?

User 1 - Create Purchase orders

User 2 - Can approve PO value upto 1M

User 3 - Can approve PO value from 1M to 5M

User 4 - Can approve PO value more than 5M

Thank a lot in advance.

Best Regards,

Lskshan

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Nareshwar Raju Vane... 5,596 on at

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RE: Purchase Order Approval Hierarchy

Hi Lakshan,

You can try setting up like this: msdn.microsoft.com/.../dd338778(v=nav.70).aspx

Or if you like to customize you can follow this approval pattern:

[1] medium.com/.../approvals-for-card-pages-20dfb8e427d1

[2] medium.com/.../approvals-for-list-pages-8c44a309818b

In this pattern, you still have to further customize to handle the multiple users.

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Roberto Stefanetti 12,998 on at

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RE: Purchase Order Approval Hierarchy

hi,

look here

Define an Approval Workflow

msdn.microsoft.com/.../hh879064(v=nav.71).aspx

How to: Set Up Users and Approvers

msdn.microsoft.com/.../hh879087(v=nav.71).aspx

How to: Set Up Amount Limits

msdn.microsoft.com/.../hh879057(v=nav.71).aspx

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Tharanga Chandrasekara 23,118 on at

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RE: Purchase Order Approval Hierarchy

Since you are in the version 2013, you do not have the luxury of using approval workflow which is available in the version 2016. Dynamics NAV do have a purchase approval module build in for 2013 version and please do follow below link on how to set up the approval : msdn.microsoft.com/.../dd338778(v=nav.70).aspx

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Indikauk 1,759 on at

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RE: Purchase Order Approval Hierarchy

Hi Lakshan

below link you can get the information how to setup Document Approval Process

[View:https://msdn.microsoft.com/en-us/library/dd338778.aspx:750:50]

once the setup is done the approval Hierarchy you can setup as given below

from the approval Setup window go to the User Setup there you need focus on the below mention columns for purchase approval

1. User Id

2. Approver ID

3. Purchase Amount Limit

4. Unlimited Purchase Approval

5. Substitute (if you need delegation)

6. E-mail (if you enable notification on approval setup)

now when you fill up the approval user setup your approval Hierarchy should look like below attached Image

and this is how the NAV Default is working for multiple approval based on the Approval Limit.

if the Order Limit is <=1M then it is required approval of user 2 Only

if the Order Limit is >1M<=5M then its required User 2 & User 3 Approval

if the order Limit is >5M then it will Go to User 2 after user 2 Approval it will go to user 3 after his approval it will go to User 4 once he done order will be released for transactions.

Thanks

Indika

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Alexander Ermakov 28,094 on at

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RE: Purchase Order Approval Hierarchy

Check this thread, it might be helpful:

community.dynamics.com/.../170475

Also, refer to whitepaper: www.google.ru/url

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Tharanga Chandrasekara 23,118 on at

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RE: Purchase Order Approval Hierarchy

were you able to resolve the issue?

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