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Workflow Approvals where coding is required

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Posted on by 20

HI there, 

Very new to Business Central and in setup project. 

Any advice very welcome!!

We are looking to process purchase invoices (without orders) where they are logged initially and then sent for approval. However, the approver will be checking the coding (to Jobs/cost code). The approver will have to notify the inputer that the coding is incorrect, so we are looking to write a workflow that will allow the coding to be changed without going back through approval for a 2nd time (as long as amount/supplier aren't changed. is this possible?

So in short - process is:

Finance log Invoice - (initially coded to suspense for example)

Sent to "team A" for review / approval

"Team  A" Approve and add a comment to show correct coding

Finance amend coding of invoice as instructed

As Amount & Supplier are not changed (only the coding) no further approval workflow

Finance post invoice

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Workflow Approvals where coding is required

    Basically you will have to define the fields that needs to be editable according to the business process you have defined and have a developer make a customization that fill the gap if needed.

    In the standard system basically nothing can be changed after an invoice is sent for approval unless you sendt it out for approval again.

    The idea is that the invoice  /  order should be complete when it is sent for approval.

  • Anne22 Profile Picture
    Anne22 20 on at
    RE: Workflow Approvals where coding is required

    Sorry I am very new to this, how can I see which fields are changeable - I was led to believe any field changed would trigger re approval.

  • Suggested answer
    S.Kawamura Profile Picture
    S.Kawamura 1,520 on at
    RE: Workflow Approvals where coding is required

    Hi,

    During workflow approval process, changeable / non-changeable fields are predefined.

    If a field that you want to change without rejecting the workflow is not changeable in the standard functionality, something development is required.

    I hope this helps you.

    S.Kawamura

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