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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Invoice Appro...
Small and medium business | Business Central, N...
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Purchase Invoice Approval Workflow

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Posted on by Fortune Technologies 10

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 â†’ 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

pastedimage1671705750213v2.png

Workflow

pastedimage1671705801894v3.png

pastedimage1671705816897v4.png

pastedimage1671705836750v5.png

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Purchase Invoice Approval Workflow

    Hello,

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

    Thank you.

  • Fortune Technologies Profile Picture
    Fortune Technologies 10 on at
    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 Profile Picture
    Dynamics 365 2 on at
    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 Profile Picture
    Fortune Technologies 10 on at
    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 Profile Picture
    Dynamics 365 2 on at
    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 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    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 Profile Picture
    Fortune Technologies 10 on at
    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 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    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 Profile Picture
    Fortune Technologies 10 on at
    RE: Purchase Invoice Approval Workflow

    as I explained above please check screenshot below.

    pastedimage1671714493932v1.png

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    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?

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