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Approval Due Date on Purchase Invoices and Credit Memos

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Posted on by CK-18091558-0

Hello

PI's and PCM's have automatically been assigned an approval due date, does anyone know how to change this within BC? We didn't assign due dates at setup so not sure where this functionality is.

Note: we are using Continia in tandem with BC.

Thank you!

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Dynamics 365 Business Central

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Andy Wingate 320 on at

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Approval Due Date on Purchase Invoices and Credit Memos

Hello

As already shown, the approval due date is set inside the workflow itself.

You can use the standard date syntax to set how long you want the due date to be.

Having a due date then powers the "show overdue" and "email overdue approvals" it doesnt have any other impact on your approvals.

Cheers

Andy
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Approval Due Date on Purchase Invoices and Credit Memos

Regarding the calculation formula of Due Date, please refer to the information below.

Dynamics 365 Business Central: About complex Due Date Calculations

https://yzhums.com/55211/

Thanks.

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

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Approval Due Date on Purchase Invoices and Credit Memos

could you send a screenshot showing the approval due data in BC? If not from an extension, the approval due date is likely to be the one set up on the workflow in BC.

Here is a discussion where shows where to set up the due date and how it works. By the way, approval due date is optional, and user could change or delete the due date formula if not needed.

https://community.dynamics.com/forums/thread/details/?threadid=953ccb57-8f9f-4184-9743-6256d023317f
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Approval Due Date on Purchase Invoices and Credit Memos

The Due Date calculation is defined in the workflow itself. To change the calculation, navigate to the workflows page and open your workflow. Locate the 'Then Response' entry that sends the approval request, and you'll find the Due Date formula there.

For example, using a purchase order workflow:

I don't believe that it's possible to change an already assigned Due Date. However, using the above you can change the calculation for new documents.

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