Skip to main content
Microsoft Dynamics GP forum
Unanswered

Payable Transaction Approval Workflow Escalate to next Approver

editSubscribe (0) ShareShare
ReportReport
Posted on by UG Leader

Hi everyone.

i have setup a workflow for payable transaction approval and select the option of escalate to next approver when a task is overdue.

my question is where to find out who will be the next approver? do i need to add another step below the current step? or where should i go in GP to setup the next approver?

my GP version is GP2018

thanks 

  • Basil Ismail Profile Picture
    Basil Ismail 220 on at
    RE: Payable Transaction Approval Workflow Escalate to next Approver

    Thanks Beat for getting back to me. I'm not using the hierarchy because of business reasons in the organization. We're using actual A/D users. Any thoughts on how to next approver/escalation will be determined in this case? Thanks again

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,002 Super User on at
    RE: Payable Transaction Approval Workflow Escalate to next Approver

    BSI,

    The workflows in GP are setup to use the hierarchy defined in Active Directory, unless told differently specifically in the WF setup. You would have to check who's the next approver above the direct manager.

  • Basil Ismail Profile Picture
    Basil Ismail 220 on at
    RE: Payable Transaction Approval Workflow Escalate to next Approver

    Hi Fred,

    Were you able to get an answer to this question? I have the same question.

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,045 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,570 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans