Small and medium business | Business Central, N...

Purchase Invoice Approval Workflow

(0) Share

Report

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

All responses (16)

Answers (0)

Suggested answer

Marco Mels on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

Hello,

Feel free to raise this issue to Microsoft support via your CSP.

Thank you.
Fortune Technologies 10 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

Hello Aman,

I tried further to your indications.

Problem insists.
Although all users have approved, Purchase Invoice's status remains Pending for Approval instead of Released.
Suggested answer

Dynamics 365 2 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

Hello

As per the requirement, User 1 is not involved in Approved Activity, so no need to add in Workflow User Group.

Please do Workflow User Group Setup as below:

1. Remove User 1 from list

2. Put User 3 on first row and give sequence no as 1

3. Put User 2 on second row and give sequence no as 2

**** Try it from scratch one and remove the "Released Document" command.

Please find the video for your reference : https://www.youtube.com/watch?v=yUQlhYgk_MA&t=730s

Hope It will help you

Please verify if it's work for you and so that it will help others also.

Many Thanks

Aman
Fortune Technologies 10 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

II did change it and tried!

But still when the 2nd user approves I get the error.

If I remove the "Release Document" command I do not get the error and workflow works (therefore its not an issue of workflow user group setup) but Status remains Pending for Approval even after all required users have approved.
Dynamics 365 2 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

Please change the place of User 2 and User 3 or else change the Sequence number

Try this it will work
Suggested answer

DAnny3211 9,272 Super User 2024 Season 1 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

in the workflow group move user 3 to the place of user 2

and go all the way around to approve the document from scratch again
Fortune Technologies 10 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

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
Suggested answer

DAnny3211 9,272 Super User 2024 Season 1 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

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
Fortune Technologies 10 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

as I explained above please check screenshot below.
Suggested answer

DAnny3211 9,272 Super User 2024 Season 1 on at

Like (0)

Report

RE: Purchase Invoice Approval Workflow

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

Purchase Invoice Approval Workflow

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Top 10 leaders for November!

Tips for Writing Effective Suggested Answers

Leaderboard

Featured topics

Product updates

Purchase Invoice Approval Workflow

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Top 10 leaders for November!

Tips for Writing Effective Suggested Answers

Subscribe to

Leaderboard

Featured topics

Product updates