web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Approval Workflow for ...
Business Central forum

Approval Workflow for Vendor Invoices

(0) ShareShare
ReportReport
Posted on by Paul McDonald 110

Hi i'm hoping someone can assist on this one, I've had a look through previous posts but they're a few years old now and not related to Business Central

We're looking to implement an approval workflow for Vendor invoices, and assign a default approver by vendor

For example - We get an invoice from Amazon > An admin requests approval > A notification for the approval is sent to the default approver for Amazon

We'd be looking to set this up for:

  • Sales Invoices
  • Purchase Invoices
  • Purchase Orders Requests

I've had a look at the built-in Workflow Templates and can see that if we make a copy of a template we can do some customisations to it, i could just do with some assistance on how to get them set up as above. Would workflow groups be of any use here?

I've had a look at the documentation online and can't really find anything, nor any examples. If anyone can help or send any screenshots on how to set them up it would be appreciated. Thanks

Categories:
Purchasing
Other
I have the same question (0)
  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at

    Hi,

    Approval Workflows are based on linear management.

    E.g. the line manager approves documents created by the line manager's team.

    In your scenario, you are going outside this concept - one approver per customer/vendor.

    You can't setup this kind of scenario without a customization.

  • Paul McDonald Profile Picture
    Paul McDonald 110 on at

    Hi thanks for replying, is this type of customisation possible in Business Central? We're using the online version so i'm guessing we're limited in what we can do in that respect?

    If we can do some customisation for this, is there any documentation that you can point me to?

    Thanks

  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at

    Hi,

    I'm not sure about grade of customization which would be necessary.

    But definitly, it's not impossible.

    There is no exact documentation for a customization like this.

    In case you do not have experience in development of extensions within Business Central, the best is to contact a business central partner in your area.

  • Paul McDonald Profile Picture
    Paul McDonald 110 on at

    No that would be a bit above my head to be honest, my knowledge of Business Central is quite basic

    I've noticed these MS Flow templates online community.dynamics.com/.../business-central-ready-to-use-microsoft-flow-templates

    Have you seen people use these before? Maybe this is the route we'd need to take

  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at

    Give it a try :-)

  • Paul McDonald Profile Picture
    Paul McDonald 110 on at

    Whilst i was looking at that, i came across another way of this potentially working. I don't have a means to test this yet as i can only use a sandbox at the moment, so your advice here would be appreciated as to whether i'm in the right place with what we're trying to do

    I've created a Workflow User Group (for example - IT with one user added)

    I've then created a new workflow from a template (Purchase Invoice Approval Workflow) and amended the condition to point to a vendor (Dell in this example)

    I've then amended the workflow response to send the approval to the Workflow User Group

    Is this how you'd see it working? I'll report back as soon as we can test it here though aswell

    Thanks

  • Suggested answer
    Steve Lazanas Profile Picture
    Steve Lazanas Microsoft Employee on at

    Thisis possible with the standard product.

    Ensure the workflow is setup so that Approver type = Salerperson/Purchaser.

    Setup a Purchaser code on the Vendor Card.

    When a PI/PO is created, the Purchaser code will default into the order/invoice, based on the Purchaser code enetered on the Vendor Card. Approval will then go via Purchaser.

    /Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans