Purchase Order Approval Process - setup

(0) Share

Report

Posted on by mbr

5,136

Hi All, Thank you so very much for giving me a headstart on approval process management. I went through the links that you gave me and am excited to set this up. However, I ran into a few problems:

1. It seems like in the Approval User Setup, I can only set up 1 PO limit for each user. What if we have below approval process requirement?

0-5000 - needs approval of userid A

5001-10000 - needs approval of userid B

>10000 - needs approval of userid C

I looked all over the documentation but it doesn't say how. :(

2. Where do I get the default Approval Mail Template? When I click onto Send Approval Request, I get an error you must import approval mail template. I would like to start with the default approval mail template and edit it if need be. Is there a link for this HTML file?

I look forward to your feedback.

Thank you in advance.

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (3)

Verified answer

Suresh Kulla 50,247 Super User 2025 Season 2 on at

Like (1)

Report

For approval mail template look at the following link, you can just create a simple .html file in notepad with described parameters

msdn.microsoft.com/.../hh179441%28v=nav.70%29.aspx

Please check the Approval Hierarchy in the below link, look page 6-9 and also check Approval limit for the Approval User and setup related to Additional Approve

http://bit.ly/1Jc5Tzf

Was this reply helpful? Yes No
mbr 5,136 on at

Like (0)

Report

HI Suresh,

I found the Approval template. I took the default template from the Cronus DB. I have already imported it. Thank you.

But I am still struggling with the PO Limit Range setup. I followed the example in the link by doing below approval user setup:

userid approverid PO approval limit unlimited PO email

UserA UserB 1 usera@domain.com

UserB UserC 10000 userb@domain.com

UserC UserD 50000 userc@domain.com

UserD UserD X userd@domain.com

And yet, when I log on as UserA and create a PO with Amt $367, it goes to User B for approval. That's well and good.

But if am UserA and creates a PO with Amt $10,500, it STILL GOES to User B for approval. Nothing is under the Approval Entries in UserC which it should since Approval Limit is higher than 10000 but less than 50000. When User B approves this PO, it still shows as Pending Approval and not released which I guess is okay since User C should approve.

Question: shouldn't User B not get this email at all? User B should not even show this in Approval Entries as it's beyond User B's limit.

I think I am close but I may be missing some set up?

Please advise.

Was this reply helpful? Yes No
mbr 5,136 on at

Like (0)

Report

Could it be that the problem was because in the Approval Templates for P-Order, I chose Sales pers./Purchaser as the Approval Type? Shouldn't I have chosen 'Approver' in the Approval Type so as to follow the logic in the Approval User Setup?

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

you should check the below link for Purchase Approval Management step by step.

www.cbsi-corp.com/.../NAV2013_08_ApplicationSetup.pdf

community.dynamics.com/.../purchase-approval-management

Was this reply helpful? Yes No
Verified answer

Suresh Kulla 50,247 Super User 2025 Season 2 on at

Like (0)

Report

I did not get chance yet to run your example but i will run thru this weekend and let you know, in the meantime i suggest you to run the test approval setup and check if you notice any error or issues in the setup.

Was this reply helpful? Yes No
Suggested answer

4BzSoftware 6,073 on at

Like (0)

Report

Hi Mbr,

We received this kind of request and we had to customize it. Some requirements such as parallel approval (send approval request to a group of approvers, and one of them agrees -> pass this sequence) are not covered in standard approval.

Was this reply helpful? Yes No
mbr 5,136 on at

Like (0)

Report

I figured it out. I had to change the approver type to APPROVER and it worked! :) The problem now is we want to be able to have someone supersede the approval. E.g., the president should always be able to approve a PO even though it's set up in hierarchy.

Was this reply helpful? Yes No
mbr 5,136 on at

Like (0)

Report

Hello Khoa, I should be able to customize the code so a user can supersede the approval, right? OR I guess I can alo mod the coe so there's parallel approval. It should be the same thing, right?

Was this reply helpful? Yes No