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Hi,
I'd like to use the workflow approval in Navision for Purchase Invoices. The point is to get approved the invoices that don't have a PO to match with. The approvers aren't the same depending of the department and they have a maximum amount per transaction they can approve. When the limit is reached, it goes to his supervisor for approval. Notifications should go to the first approver for the right department and then escalate if required.
Is there a way to setup this process in Navision? Thanks.
Dear Dbelliard -
Thank you for giving a clear picture to what exactly you're expecting.
To answer your questions - Yes there's a simple way to set up and the same has been followed from Nav 2017.
This has been explained in detail in a post so i would like to share the link - I hope that you'll be able to get the same easily and will solve your query.
If at all you get stuck anywhere, Please share the screenshot and i hope community will be able to resolve it -
Link -
community.dynamics.com/.../approval-workflow-setup-and-process-in-microsoft-dynamics-nav-2017
Regards
Karan
Do you use department as a dimension? Could be one way of driving it but you would need it set at header level.
Alternative is you use the purchaser code. So a user has to select the code for the relevant department head. The approval user setup then takes care of the limits.
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