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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approval of Purchase I...
Small and medium business | Business Central, N...
Suggested Answer

Approval of Purchase Invoice based on purchase line G/L number

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Posted on by Liz McQuiston 40

Our CFO wants to approve all purchase invoices that are coded to a specific g/l account.  I've attempted to setup a Sales Invoice workflow as shown below but its not working, am I missing something or is this not possible to do?

[View:/cfs-file/__key/communityserver-discussions-components-files/758/Screenshot-2023_2D00_02_2D00_09-at-2.18.57-PM:320:240]

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    Do you have other approvals active in your system that is working?

    Have you checked that all the job ques for notifications are running?

    business-central.to-increase.com/.../walkthrough-setting-up-and-using-a-purchase-approval-workflow

  • Liz McQuiston Profile Picture
    Liz McQuiston 40 on at

    Yes other approvals are working, but they are all based on header information (i.e. Vendor) this one is not vendor specific it's G/L specific and doesn't seem to be working.  The person inputting it can send it to someone for approval based on approver assigned to the vendor as noted in the the first level approver box on the header.  But the CFO only wants to see the invoice if it hits a specific account and/or dollar threshold.

  • OliWall Profile Picture
    OliWall 180 on at

    What you are doing is possible, do you have any other approvals that could contradict this one? What happens when someone raises a Purchase Invoice for the selected criteria and sends it for approval?

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