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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflow approval Purc...
Small and medium business | Business Central, N...
Suggested answer

Workflow approval Purchase Invoice

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Posted on by dbelliard 40

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.

  • ManishS Profile Picture
    ManishS 78 on at
    RE: Workflow approval Purchase Invoice

    Log into Navision, You can approve using Web Client & Phone Client.

  • dbelliard Profile Picture
    dbelliard 40 on at
    RE: Workflow approval Purchase Invoice

    Thanks. Is there a way to approve directly from Outlook or the user has to log in into Navision?

  • ManishS Profile Picture
    ManishS 78 on at
    RE: Workflow approval Purchase Invoice

    Is your Department Global Dimension 1 or 2.

  • Suggested answer
    JAngle Profile Picture
    JAngle 63 on at
    RE: Workflow approval Purchase Invoice

    Yeah you can add it and it works best from a header level from what I've found. So on the document if that is populated the workflow will pick it up and take it down the correct approval route.

    pastedimage1595952331189v1.png

  • dbelliard Profile Picture
    dbelliard 40 on at
    RE: Workflow approval Purchase Invoice

    Josh, as departments are already setup as a dimension, is there a way to use them in the workflow approval instead of creating purchaser codes?

  • dbelliard Profile Picture
    dbelliard 40 on at
    RE: Workflow approval Purchase Invoice

    Thanks, yes departments are setup as a dimension.

  • Suggested answer
    Karan Mehta Profile Picture
    Karan Mehta 8 on at
    RE: Workflow approval Purchase Invoice

    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

  • Suggested answer
    JAngle Profile Picture
    JAngle 63 on at
    RE: Workflow approval Purchase Invoice

    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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