Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase order workflo...
Small and medium business | Business Central, N...
Unanswered

Purchase order workflow approval

(1) ShareShare
ReportReport
Posted on by CU04120838-0 8
Hi
 
We have a purchase order approval workflow and have setup users in approval user setup with approval limits of 50000, but when the requester sends the approval request to a user with purchase approval limit lower that the amount of the purchase order, it allows the user to approve, which is not right.  This worked correctly before, but somewhere this changed, maybe with an update version of BC.?
 
We had approver limit type as First qualified approver, I then changed it to Approver chain, but still not working right.
 
What do you suggest?
 
Regards 
Hendrik
Categories:
Business Central
  • ManishS Profile Picture
    ManishS 6,578 on at
    Purchase order workflow approval
    If you want all purchase order to go through approval process, then you should use Approval Type as Workflow User Group.
     
    Here you can setup Amount in On Condition when requesting to check amount <=50000 or 1..50000, but only drawback is you might need to create multiple workflows, and this will be specific to single approver only.
  • Suggested answer
    Kamal Khakhkhar Profile Picture
    Kamal Khakhkhar 303 on at
    Purchase order workflow approval
    Hii Every one,
     
    As per my knowledge i get some referance for you. If the sender has the sent the request lower then his limit the order will automatically approved. If you have any questions in workflow you can watch the playlist given below by Saurav.
    Thank you Saurav Dhyani.
     
     
    Thank you.
    Kamal Khakhkhar.
  • Suggested answer
    Shauna Langley Profile Picture
    Shauna Langley 691 Super User 2024 Season 2 on at
    Purchase order workflow approval
    Hi,
     
    Are you saying that User A who sends the approval request has a purchase approval limit of 50,000?  I would have thought that no matter what way you set up the workflow this will always be approved due to the fact that the purchase order amount is lower that the approval amount of the user sending the request.
    For example
    Approval Setup
    USER A - Limit of 50,000      Approver Chain - USER B
    USER B - Limit of 75,000      Approver Chain - USER C
    USER C is unlimited.
     
    Any purchase order with a value lower than 50,000 sent by USER A for approval will always be approved.
     
    Have you tried running this option to check that the approval flow is ok?
     
     
    If you can send a screen shot of the approval setup and workflow.  Hope that helps,
    Shauna
     

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans