Purchase order workflow approval

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Posted on by CU04120838-0

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

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Dynamics 365 Business Central

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ManishS 80 on at

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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.
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Kamal Khakhkhar 404 on at

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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.

https://youtube.com/playlist?list=PL2-PuYsxlF1cga_bQmfidBRmfKAwDO9-K&si=EHNsGtV54srK5d61

Thank you.

Kamal Khakhkhar.
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Shauna Langley 850 Super User 2025 Season 1 on at

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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