Sales order workflow

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Posted on by peter fun

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i have created a workflow for sales order in which i have following conditions:
1. document type = order | invoice

2. status = open
3. salesperson code = user (on which workflow should work)

and in responses i have added workflow user group:
user A = sequence 1
user B = sequence 2

but when i am creating sales order and trying to send request for approval
i am getting this message

and then i set the approver id for the user who is creating sales order but then system is not sending request to the users who are in workflow user group system is sending request only to the user who is setup as a approver id in approval user setup.

And this is happening in sanbox 1 in sandbox 2 its working perfect please guide me if there is any setting kind of thing
Thanks

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Dynamics 365 Business Central

Dynamics 365 Business Central migration

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OussamaSabbouh 5,639 on at

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Hello,

You’ve mixed two approval models. That’s why Sandbox 1 behaves differently.

What’s happening

Approval User Setup = hierarchical approver (mandatory if used)

Workflow User Group = workflow-driven approvers

If Approval User Setup exists for the requester, BC always uses it first and ignores the workflow user group.

In Sandbox 1, the user has an Approver ID → approval goes only to that person.

In Sandbox 2, that setup is likely missing, so the workflow user group works.

Fix / Best practice

If you want Workflow User Group approvals:

Remove Approver ID for the requester in Approval User Setup

Keep only:

Workflow

Workflow User Group (User A → User B sequence)

If you want manager-style approvals:

Use Approval User Setup only

Don’t use workflow user groups

Rule of thumb

> Don’t mix Approval User Setup and Workflow User Groups for the same document type.

Docs:

Approval workflows overview

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflows

Approval User Setup behavior

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-workflows-approvals

Regards,

Oussama Sabbouh

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