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How do I skip the approval workflow for purchase order in Navision 2018?

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Posted on by joshtechsolutions

4,235

Hi,

I would like to find out how do I skip the approval workflow for purchase order in Navision 2018?

Below is my standard configuration of approval user set up for a purchaser.

Thank you!

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Administration and Setup

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Community Member Microsoft Employee on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

Josh,

So for Purchase Orders you do not want an Approval Workflow, but for Purchase Invoice you do? You can turn on the Workflow for Purchase Invoices vs. Purchase Order or add the Document Filter to <>Purchase Order.

Hope this helps.

Thanks,

Steve
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Greg Enns 1,102 on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

Turning off the workflow is the first step. That should take care of any new PO's. Test it to be sure before doing anything further. For existing Purchase Orders, you'll likely have to do a bit more. I would check the "Restricted Record" table. This is the table NAV uses to hold records that are in the approval process. You may need to remove some records from this table in order to move forward with existing orders.
joshtechsolutions 4,235 on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

Sorry, how do you turn it off? I tried disabled the workflow, but it prompts me that no approval Id enabled even when I tried to post the Purchase Order
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JAngle 33,155 on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

Does it make sense to have an approval in this instance? Turning it off would give you the same result.
joshtechsolutions 4,235 on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

Hi Josh,

I'm using the Purchaser role, everytime I create a Purchase Order, I need to send Approval to the Approval Admin.

I would like to skip the approval admin and go directly to status release so that I can post Invoice.

Thank you.
JAngle 33,155 on at

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RE: How do I skip the approval workflow for purchase order in Navision 2018?

As which user? Is the workflow set to use a purchaser code or an approval user? Do you get a message on a PO to indicate a result your not expecting?

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