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Purchase Invoice Approval Workflow

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Posted on by Fortune Technologies

Scenario

Let's say user1 creates a Purchase Invoice with Amount > 1000→ PI Status = Open
user1 clicks ‘Send Request For Approval’ → PI Status = Pending Approval
Request is sent to user3
user 3 ‘Approve’ → Request sent to user2 → PI Status = Pending Approval
user2 'Approve → PI Status = Pending Approval At this stage I would like that PI Status = Released

Find here below my setup and please advise on how I should change it so that after user2 approves (after all users have approved) status is changed to "Released".

Setup

Approval User Setup

I have simply added the 3 users on page Approval User Setup

Workflow User Group

Workflow

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DAnny3211 11,399 on at

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hi

try this

check my answer if it helped you, thanks

DAniele

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Dynamics 365 6 on at

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Hi

Can you please change the Sequence No. of User 2 as a 3 and User 3 as a 2.

Please check.

If it's work, Please verify it so that it will help others.

Thanks

Aman

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Fortune Technologies 10 on at

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Hello. Thank you for reverting!

The thing is that when I add the command to Release Document, Send Request for Approval, user3 'Approves' successfully but when user2 'Approves' I get this error:

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Fortune Technologies 10 on at

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sorry my mistake. i had it configured like this but it is not this the issue. check my next post on the thread

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DAnny3211 11,399 on at

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but user 2 must not send for approval, he must approve his step

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Fortune Technologies 10 on at

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yes he approves and there i get the error

user1 sends the request

user3 approves: OK

user2 approves: error

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DAnny3211 11,399 on at

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Excuse me, but in your chain the last approving user is 3 and not 2, why do you indicate 2 as the end user?

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Fortune Technologies 10 on at

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as I explained above please check screenshot below.

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DAnny3211 11,399 on at

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Exactly!

user 1 sends the request to user 2

user 2 approves user 1's request and sends it to user 3

User 3 approves and releases the document

because in your example above you say:

user1 sends the request

user3 approves: OK

user2 approves: error

user2 should approve user1's request

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Fortune Technologies 10 on at

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yes we agree. but the issue is that wehn user2 approves the request from user1 (which is already approved by user3) I get the error

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