Approver Role for Limited User License

(0) Share

Report

Posted on by Sarav

443

Hi All,

Is it possible for a limited User to approve the Documents (Quote, Order, Invoice - Sales & Purchase) and what is the steps required to do so.

Thanks in advance.

*This post is locked for comments

All responses (9)

Answers (1)

Sarav 443 on at

Like (0)

Report

RE: Approver Role for Limited User License

Thank you all for your valuable inputs.
Suggested answer

CDsilva 4,188 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi

Any access beyond these limitations mentioned in my above comment requires Full User access.
Verified answer

4BzSoftware 6,073 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi Saravanan Ilango,

It is more with Workflow such as Workflow Step Instance, Workflow Table Relation Value, Workflow Step Argument, Workflow - Record Change, Restricted Record, Archive, Notification Entry, ... and may be when user logins system, there are some modified tables such as User Time Register (if active), Change Log Entry, ...
Sarav 443 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi Khoa Nguyen,

Yes, It is about the Limited User license type. Since the Approver is a User who just needs the whole NAV access just for Approving the Document as the user is the key person. Is there any other possible way to achieve it. Correct if I'm wrong, I was assuming it is modifying Header, Line, Approval Entry.
Suggested answer

4BzSoftware 6,073 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi Saravanan Ilango,

Do you mean Limited User License Type?

If yes, for me, it is very hard because user can modify 3 tables only.
Suggested answer

Amol Salvi 18,698 on at

Like (0)

Report

RE: Approver Role for Limited User License

I think it is not possible as it allows to write Write access to a maximum of three application tables in the object range 0 – 99,999,999 other than the General Ledger Entry table, through any client accessing the application. Access to the General Ledger Entry Table requires a Full User license.

May be you can check licensing guide
Sarav 443 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi Chris D'silva,

I want the user to be the 'Approver' of document and not to send order for approval.
Suggested answer

CDsilva 4,188 on at

Like (0)

Report

RE: Approver Role for Limited User License

Hi

To know more about approval process you can refer my blog

https://chrisdsilvablog.wordpress.com/2017/10/25/approval-workflow-setup-and-process-in-microsoft-dynamics-nav-2017/
Suggested answer

CDsilva 4,188 on at

Like (0)

Report
RE: Approver Role for Limited User License

Hi

Yes it is possible.

The Limited User Included Tables should allow you to perform the following tasks:

Sales

Create a Customer with relevant contact details, based on a template or from scratch.

Create an Opportunity for an existing Campaign, and relate it to Sales Quotes or Orders.

Quotes:

Create a Sales Quote for an existing or a new Customer.

Send a Sales Quote by email, send it for approval, or convert it to a Sales Order.

Orders:

Create a Sales Order for an existing or a new Customer.

Send a Sales Order for approval.

Purchase

Create a Vendor with relevant contact details, based on a template or from scratch.

Create a Purchase Order for an existing or a new Vendor.

Send a Purchase Order for approval.

Other Tasks

Fill in an existing timesheet

Perform Document Capture - Expense reporting by scanning an invoice to create an incoming

document

Role Centers

Use the charts on two role centers: Order Processor (for Sales scenarios) and Purchasing Agent

(for Purchase scenarios).

However, if your specific deployment requires more than 3 tables not part of the Included range in

order to fulfill these tasks, a Full User will be required.