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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflows - approval o...
Small and medium business | Business Central, N...
Suggested Answer

Workflows - approval of purchase invoices - forcing attachment

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Posted on by Stephen_Ainslie 15

When a purchase invoice has been entered, we send them off via "Request Approval/Send approval request" and a corresponding workflow built using the "Purchase Invoice Approval Workflow" template.

When we create the entry for the purchase invoice, we also attach the invoice in a PDF forrm.

Is it possible to block the approval request being sent without an attachment?

We have tried using the filters within the workflow such as "Attached Doc Count" and "Attached to line no" both in the "Purchase Line" filters under "On Condition" within the workflow for approving purchase invoices.

However, this has not been succesful.

I would be interested to know if this can be achieved either through a workflow or potentially some other option?

Many thanks.

Stephen

  • Suggested answer
    JAngle Profile Picture
    JAngle 159 on at

    The “other option” would be development. An event subscriber like below would be a start in a codeunit

    [EventSubscriber(ObjectType::Codeunit, codeunit::"Release Purchase Document", 'OnBeforeManualReleasePurchaseDoc', '', false, false)]

    get it to run a function like this

    local procedure CheckPurchDocAttachments(var PurchHeader: record "Purchase Header")var DocAtt: Record "Document Attachment";

        PurchSetup: Record "Purchases & Payables Setup";

        NoDocumentAttachmentsErr: Label 'Purchase %1 must have at least one Document attached';

        begin

            DocAtt.Reset();

            DocAtt.SetRange("Table ID", 38);

            DocAtt.SetRange("Document Type", PurchHeader."Document Type");

            DocAtt.SetRange("No.", PurchHeader."No.");

            if not DocAtt.FindFirst then Error(NoDocumentAttachmentsErr, Format(PurchHeader."Document Type"));

        end;

     

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