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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Can I setup line level...
Small and medium business | Business Central, N...
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Can I setup line level approval for one document

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Posted on by qjwlq 219

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.

I have the same question (0)
  • Verified answer
    Brian Wick Profile Picture
    Brian Wick on at

    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.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,729 Super User 2025 Season 2 on at

    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

  • Suggested answer
    qjwlq Profile Picture
    qjwlq 219 on at

    OK I understand,

    Thank you Brian, thank you ZHU.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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

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