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Small and medium business | Business Central, N...
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Multi Level Purchase Invoice Approval

Posted on by 5

I need to obtain approval of purchase invoices from multiple approvers (each invoice approved by a different approver on a line basis)

Does the software allow such multi approvals?

If not has anyone had similar requirements, if so, how did you get around this issue. 

  • Suggested answer
    Amit_Sharma Profile Picture
    Amit_Sharma 2,545 on at
    RE: Multi Level Purchase Invoice Approval

    Hi,

    use workflow feature for achieving the same. Refer the below link

    https://learn.microsoft.com/en-us/dynamics-nav-app/across-set-up-workflows

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    RE: Multi Level Purchase Invoice Approval

    Hi, standard features support multi-level and user approvals.

    But not on a line basis. You can search for the Workflow User Groups feature.

    https://learn.microsoft.com/en-nz/dynamics-nav-app/across-how-to-set-up-workflow-users

    https://www.navug.com/blogs/kevin-fons/2017/08/02/introduction-to-the-workflow-user-groups

    pastedimage1667344252740v1.png

    pastedimage1667344282474v2.png

    Hope this can give you some hints.

    Thanks.
    ZHU

  • Suggested answer
    Mills Profile Picture
    Mills 10 on at
    RE: Multi Level Purchase Invoice Approval

    We use add on from TNP which extends the current workflow.  Link www.the365people.com/.../nhanced-workflow

  • Suggested answer
    Mills Profile Picture
    Mills 10 on at
    RE: Multi Level Purchase Invoice Approval

    nHanced Workflow | Dynamics NAV & Business Central (the365people.com)

    We used add-on product to do this.  

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