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NAV 2016 - Workflow with two levels of approval

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Posted on by Sriram18588

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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

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Maria Chambel on at

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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.

- In Purchase Order Approval Workflow:

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

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.

Hope it helps.
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Community Member Microsoft Employee on at

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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