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Suggested answer

Sales Credit Memo Approval

Posted on by 467

I’m trying to setup Sales credit memo approval 

 

Steps I did

 

1-Step User Approval setup to have User SBASKHAYROUN   Approved by the User  NAVC

2-User NAVC has unlimited sales approval

 App1.png

3-Enable Sales credit memo workflow

8357.App2.png

4-when create SCR and try to Post did not allow me which is good

App3.png

5-When press on Send Approval Request  , the status is released and seems the SCR has been approved automatically  without login to the approver USER NAVC and approve it 

App4.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,760 Super User 2024 Season 2 on at
    RE: Sales Credit Memo Approval

    Hi, do you want these two users to approve of each other? 

    First, you should check your Approve Type in Workflow Responses. It looks like you need to use Approver.

    pastedimage1636071027842v3.png

    pastedimage1636071039698v4.png

    Then please delete one of Approver ID, and check Approval Administrator, try it again.

    pastedimage1636070726933v2.png

    More info:https://docs.microsoft.com/en-us/dynamics-nav-app/across-set-up-workflows

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Credit Memo Approval

    Samer,

    In your Approval Workflow, first line, the Approval of a Sales document... What does the Options for the Selected Response look like?

    pastedimage1636062942959v1.png

    Thanks,

    Steve

  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 6,562 on at
    RE: Sales Credit Memo Approval

    So what is the Question? On Step 5 how come without login?

    Somewhere  in the process did you made this user or granted additional right?

    Check for some other user and see the result please.

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