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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were you able to resolve the issue?
Check this thread, it might be helpful:
community.dynamics.com/.../170475
Also, refer to whitepaper: www.google.ru/url
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
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
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
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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