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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Document Approval - tw...
Microsoft Dynamics NAV (Archived)

Document Approval - two approver for Return Order - one with an amount limit $10,000 and anything over goes to second approver

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Posted on by Community Member

We are using Document Approval for Return Order. Right now, we just set it up as "No Limit" type in the Approval Template.

There is a change about the Return Order Approval recently that if the amount of the Return Order is $10,000 or below, the Senior Accountant approves it but anything over $10,000.00 -the controller will have to approve the return order.

Do I need to make changes to the Limit Type on the Approval Template for the Return Order to "Approval Limit" ?

How do I setup in the  "User Approval" - Do I put a value on the "Sales Amount Approval Limit" like $10,000 for the User ID - "Bernie" for Approver ID "PLin" ?

Where Do I setup the 2nd approver if the amount is over $10,000.00 - do I create another line for the User ID - Bernie and the Approver ID is the 2nd person ?

How does this work ?

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  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,245 Super User 2025 Season 2 on at

    You set the amount in the Sales Amount Approval Limit and in the Approver ID you set the the approver who has permission to approver greater then Sales Amount Approval Limit.

    Please refer to the below link  about setup and examples

    http://bit.ly/1Jc5Tzf

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi..

    Yes, first of all you will need to change the approval limit type in approval templates to "Approval limits".

    Second in the user approval setup you will need to define user wise approval limits, in case a uses is having unlimited approval limits then you will have to select the "Unlimited Sales limit(in sales transaction and same in case of purchase)"

    Yes, you will need to create another line as follows:

    User ID      Approver ID       Sales amount approval limit   Unlimited sales approval

    Bernie        Plin                     $10,000                                          Blank

    Plin            Plin                                                                            True

    The above mentioned user approval setup says that Bernie can approve sales documents having amount => $10000 if the amount exceeds $10000 then the diocument goes to Plin for further approval whose approval limit is unlimited.

    For further clarification please refer following links:

    msdn.microsoft.com/.../hh879432(v=nav.70).aspx

    msdn.microsoft.com/.../hh879064(v=nav.71).aspx

    blogs.msdn.com/.../setting-up-a-mail-template-for-document-approval-notifications.aspx

  • Community Member Profile Picture
    Community Member on at

    Is there a way we can set it up wherein Bernie is not allowed to approve any amount.

    If Bernie is the one who created the return order - anything =>10,000 PLin needs to approve it but if the return order is over 10,000.00 MLI will need to do the approval instead of PLIN.

  • Community Member Profile Picture
    Community Member on at

    I tested what you mentioned and it works out pretty well for the Return Order. But I run into a problem when doing the Credit Memo - it seems that it following the approval setup that I did.

    Under the User ID - you can setup a Approver ID.

    For the Return Order - PLin can approved up to 10,000.00 and MLI can approved over 10,000.00

    For the Credit Memo - MLI is doing all the approving with unlimited amount.

    On the template - the Credit Memo is unlimited while the Return order has approval Limit.

    On the User Approval Setup

    User ID       Approver ID       Sales Amount Approval Limit      Unlimited Sales Approval

    Berlinda      PLIN                                

    PLIN            MLI                               10,000

    MLI                                                                                                    True

    This work out fine for Return Order but if I tried to do a credit memo - this is also applicable. But this is not what we wanted.

    For the Credit Memo - the approver should be MLI for Unlimited Sales Amount.

    How do we set it up so that the system will know based on document which approver to use?

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