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Hi:
For sales orders we have line discount, for example, some lines are 5% and some are 10%, per our approval policy 5% discount will be approved by leaders and 10% by manager.
can we create one single order header with multiple different discount of lines, hence require approval of several people, only when all the lines get approved, this doc is marked as approved.
how can we setup for this?
Regards,
Lanqing.
Lanqing,
Adding to the other replies... Line Level Approval Workflow is not possible in NAV. However, I have never tried this but... check if Power Automate can create such an Approval Workflow. Maybe it can go to the Line level were NAV cannot.
Here is a link to an Approval Workflow and an expert who might help: www.youtube.com/watch
Hope this helps.
Thanks,
Steve
I agree with Brian, WorkFlow for lines is not supported in NAV, WorkFlow is for Header.
Just an idea, in this case, If developing, I think it might be simpler not to use the standard Workflow. You can add a new field on the line, such as 'Approved', only Leaders and Managers can modify this field, when the Approved on the line are all selected, the order can be released.
Of course, some permission controls are also required.
Hope this will help.
Thanks.
ZHU
Hi Lanqing,
I don't believe you would be able to without some sort of customization. First I believe the workflow templates for Sales Invoice/Sales Order have conditions based off the Sales Header table, not the Sales Line table, so setting Line Discount of 5 or 10 would not trigger/activate the workflow steps. I could be wrong on that though. I haven't tested the SO WF in awhile so if it does trigger using Line Discount % as the condition, you could use Workflow User Groups with your approvers listed with the appropriate sequence no. defined.
With your scenario, the same sales order document could be approved by different sets of approvers. It sounds like you would need 2 Workflow User Groups and possibly 2 separate workflows...with the approved leaders for 5% and another WF User Group/workflow that includes the leaders + the manager. The only problem I see here is you enter a line that has a discount of 5%, that triggers notifications for approval to the Approved Leaders WF User Group. Then you enter a line that has a discount of 10%...I think you will run into a situation where approval notifications will not get sent out to the WF User Group that includes the manager because the 1st workflow has restriction on the sales order document. Once the Approved Leaders approve, the document is approved/released ready for posting. The other workflow will never get a chance to trigger/get the manager's approval if there is a 10% discount involved on the line.
I believe you would need some sort of mod to accomplish this as I don't see base NAV/BC having the capability within the current design to handle this. Hopefully the community has some suggestions or has done this before.
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