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Submitter cannot be approver

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Posted on by OP-28051742-0

Hi Team,

How do I set up a workflow in Dynamics BC where the submitter of a payment journal line, can't be the approver as well?

I've already set up the approval user flow accordingly? would this be sufficient.

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OP-28051742-0 25 on at

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Submitter cannot be approver

HI Community.

You're correct.

I've been testing this workflow multiple times and I've noticed that if the requestor is set up as the workflow admin, then his requests are auto approved if I remember correctly.

My criterions are :

Point (1) if the pay journal line amount is over 50K. it can only be approved person X, if its below 50k , it has to be approved by person Y. so I've created two separate workflows with the following conditions and responses.

Point (2) the same person who creates payment line should not be able to approve the payment.

I'm struggling to figure out how to set up the part 2. the same person who creates payment line should not be able to approve the payment.

How can I set this up?
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Saurav.Dhyani 17,965 Super User 2024 Season 2 on at

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Submitter cannot be approver

HI,

By default, system will not allow submitter as approver.

You need to make sure that Approver ID is assigned to all users.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube
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YUN ZHU 73,565 Super User 2024 Season 2 on at

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Submitter cannot be approver

Just adding some information:

https://businesscentralgeek.com/workflows-overview-in-business-central

https://businesscentralgeek.com/how-to-setup-approval-workflows-in-business-central

Hope this helps as well.

Thanks.

ZHU
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Jun Wang 7,443 Super User 2024 Season 2 on at

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Submitter cannot be approver

unless you set up the requestor same as the approver, the requestor won't be able to approve his own requests.

exception might be the requestor is set up as the workflow admin, then his requests are auto approved if I remember correctly.

Jun Wang
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Valentin Castravet 24,793 Super User 2024 Season 2 on at

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Submitter cannot be approver

It depends how your workflow is setup. In the Workflows page what is your Approver Type and Approver Limit Type? For example, is it Approver and Direct Approver? Or is it something else?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/