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Order for approval status

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Posted on by CU13081138-0

Hi,

This is proforma customer and when I sent the order for approval the status changed automatically to *released*.

Please could suggest me how to solve this issue ?

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Sales

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Andy Wingate 168 on at

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Order for approval status

Hello

This happens when you would have the rights to approve that document. Check the settings in your workflow. If you use approval chain and you gave yourself unlimited approval the docs will always get set to released when you approve. But otherusers that dont have unlimited the approval will be sent out, based on the limits you set.

Best

Andy
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YUN ZHU 69,510 Super User 2024 Season 2 on at

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Order for approval status

Agree with Jun Wang, please check your Workflow settings again.

PS:

How to Use Approval Workflows in Dynamics 365 Business Central

https://www.enavate.com/blog/how-to-use-approval-workflows-in-dynamics-365-business-central

D365 Business Central : Setup Multiple Approval Administrators

https://thatnavguy.com/d365-business-central-setup-multiple-approval-administrators/?utm_source=rss&utm_medium=rss&utm_campaign=d365-business-central-setup-multiple-approval-administrators

Thanks.

ZHU
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Yi Yong 752 Super User 2024 Season 2 on at

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Order for approval status

Hello,

The approval entries shouldn't be blank, could you set yourself as Approval Admin on 'Approval User Setup' page and re-open the approval entry again?
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Khushbu Rajvi. 1,604 on at

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Order for approval status

Hi, I replicated the issue and observed the same results you were getting. After making changes in step 2, it is now working as expected. Follow below steps:

Step 1:

Step 2:

Approval user setup:

Step 3: Create order and send request to approve. status will automatically change to pending for approval.

Step 4: Go to another user open record and approve it.

Now status will change automatically as released.

You can post it now.

please follow the steps and let me know the results.
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Khushbu Rajvi. 1,604 on at

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Order for approval status

This is not an issue; it is default functionality in Business Central that if the sender is also the approver, the status will automatically change to Released. You should check the user approval setup and workflow configuration to ensure they are set up correctly.

At the down of the link there is the video of setup you can check that: https://learn.microsoft.com/en-us/dynamics365/business-central/across-set-up-workflows
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Jun Wang 7,128 Super User 2024 Season 2 on at

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Order for approval status

possible scenarios that would made this happen

1 the requester is the approver

2 the amount doesn't trigger the workflow and get auto released

3 the workflow is not setup properly so the trigger doesn't fire as expected
CU13081138-0 32 on at

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Order for approval status

Hi

Below three screenshots for your reference:-

P sent the order for approval.
Manish Sharma 34 on at

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Order for approval status

Is there any customisation done on the workflow, also what kind of workflow have you setup, can you provide more details on the workflow approval type.
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Yi Yong 752 Super User 2024 Season 2 on at

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Order for approval status

Hello,

The status will automatically become 'Released' if the sender is the approver.

Could you show the approval entries of this sales order and the related workflow?