Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics NAV forum
Suggested answer

NAV 2016 - Workflow with two levels of approval

Posted on by 110

Hi all,

Client requires the PO(Purchase order) raised by users to be first approved by the department head.

Once the department head approves, the document must move to GM (General Manager) and AGM (Assistant General Manager) of the organisation. Both of them should receive the PO for approval at the same time (in 'requests to approve' screen).

When either the GM or AGM approves the PO, the document status must be set to 'released' and must therefore be approved (only one of them needs to approve the PO).

Also, once one of them approves, automatically the document must be removed from the 'requests to approve' screen of the other.

In NAV 2016 workflow, is there a possibility to do this?

When work flow user group is used with sequence number, is it not possible to have a document approved, if one  users in the same sequence approves?

Have tried many possibilities -nothing seems to work.

Regards

Sriram

  • Suggested answer
    RE: NAV 2016 - Workflow with two levels of approval

    Hello Sriram,

    Could you try with the setup below and check if it helps?

    - Create a Workflow User Group with:

    Dep. Head - Sequence 1

    AGM and GM - Sequence 2

    With these sequences AGM and GM users will get the approval request after Department Head approve it first.

    pastedimage1619451517641v1.png

    - In Purchase Order Approval Workflow:

    a) Define the previous Workflow User Group to be used:

    pastedimage1619451547063v2.png

    b) Set the second step with On Condition to Pending Approvals = 1.

    This way when there is only 1 pending approval of 3 total approval requests, the record will be approved and therefore released (so only two approvals are needed).

    Additionally, for the same step add the Response “Approve the approval request for the record.”

    This should meet your condition to remove the document from the 'requests to approve' for the user that didn’t approve.

    pastedimage1619451647982v3.png

    Hope it helps.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: NAV 2016 - Workflow with two levels of approval

    Sriram,

    In base Workflow you are limited to the workflow user group and its process. I know users have lately, used Power Automate to accommodate this, but this is more in BC. As for NAV, I read an amazing article where someone built what you wanted for an Item Approval. I would read this and maybe you can apply the concept to the Purchase Order Document.

    chrisdsilvablog.wordpress.com/.../

    Hope this helps.

    Thanks,

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,558 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,647 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans