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Small and medium business | Business Central, N...
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Miscellaneous Purchase Order Approval Questions

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Posted on by 3,518

Hi:

Within the purchase order approval workflow of Business Central can approval be delegated such that, if an approver has his or her Out of Office Auto Reply turned on, the approval would automatically be delegated to another approver?

In addition, can an approver be chosen based on Dimension Code value such as department?

Finally, is it possible as well as simple to configure a "checkbox" within the workflow for a person to say that he or she has provided the approver for a reason as to why a purchase order with such a high dollar amount has been entered?

Thanks!

John

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  • Suggested answer
    JAngle Profile Picture
    150 on at

    1. No. You can set an overdue calculation. There is a job queue that can be setup to then delegate once overdue

    2. Would require many purchase order approval records to be created where they each filter on something different. Like a global dimension value code.

    3. You can add comments. If you want what you are describing that would be a modification

  • Verified answer
    S.Kawamura Profile Picture
    1,532 on at

    Hi John,

    1. It might be possible to detect "Out of Office Auto Reply" by using Power Automate Cloud Flow. And also Power Automate Cloud Flow can delegate the workflow, because BC has "manually" delegating feature. The idea is to let the cloud flow execute what is normally delegated manually by the user in BC.

    2. Yes, you can specify a department as a condition for the workflow to be executed. However, it is necessary to have the department information in the purchase order header for this purpose, and the Global Dimension is generally used to the department.

    3. I agree with Josh Anglesea.

    S.Kawamura

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