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Workflow approval Purchase Invoice

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Posted on by dbelliard

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.

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Karan Mehta 8 on at

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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

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JAngle 133 on at

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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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dbelliard 40 on at

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Thanks, yes departments are setup as a dimension.

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dbelliard 40 on at

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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?

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JAngle 133 on at

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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.

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ManishS 86 on at

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Is your Department Global Dimension 1 or 2.

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dbelliard 40 on at

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

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ManishS 86 on at

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

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