approval for purchase invoices with limiting seems not to work

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Posted on by JohnnyLM

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Hello BC-Forum,

I have created approval user setup and also workflow for sales invoices / purchase invoices approval. Sales invoices approval seems to work, but purchase invoice approval asks for approval but after that the invoice status itself is released instead of pending approval. See my printscreens.
I have tried with < 1000000 and also with > 1000000 but that has no effect. Everytime the invoice cannot be posted before I request for approval and after that the status is released, not pending.

Also to my understanding "limit for sales" means: user can approve sales invoices with a limit of 1000000. Limit for request approval means: user does not have to request for approval under 1000000.

The invoice is > 1000000 so the status should be "pending for approval".

When the invoice < 1000000 there should be no request for approval needed, or if so: the status after request should be "released", to my opion and understanding.

I furthermore noticed that I am obliged to fill in the field purchasercode, why is this obligatory? And after flling in this code with the purchasercode of the user who is requesting for approval the invoice has been released instantly. When I fill in the purchasercode of the user who must approve the request then the status is "pending for approval". So why this purchasercode and why does it release an invoice when the code is of the person who requested the approval???

Thanks for the answers.

Greetings,

John

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JohnnyLM 187 on at

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RE: approval for purchase invoices with limiting seems not to work

Thanks Marco, it works like a charm now!

Greetings,

John

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Marco Mels on at

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RE: approval for purchase invoices with limiting seems not to work

John,

You need to configure the Condition of the workflow step "Approval of sales documents is requested" so that it will require to send an approval if the condition matches >=1000000.

This will automatically release the sales invoice for amounts <1000000 and it will not require the sales order processor to request approval.

You can configure the workflow to also send to a direct approver.

Thanks.

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JohnnyLM 187 on at

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RE: approval for purchase invoices with limiting seems not to work

Hello Josh,

Thanks for the reply. Unfortunately your answer does not solve my problem, see my printscreens.

What I need is: request for approval only needed with amounts > 1000000. Furthermore if I fill in the purchaser code of the person who requests for approval then automatically the status changes from open to released. That cannot be right because everyone can fill in his own credentials and then no request for approval is needed?

I changed the default configuration to the suggested configuration and there is no effect.

Greetings,

John

This cannot be right: amount is < 1000000

Release cannot be right: amount > 1000000

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JAngle 115 on at

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RE: approval for purchase invoices with limiting seems not to work

The workflow needs adjusting. From your description you have the default configuration. This guide is decent: ebs.com.au/.../how-approver-limit-type-works-for-purchase-order-workflows-in-microsoft-dynamics-365

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