18,267
Hello Friends,
Does anyone know a way to exclude multiple users from a Payable Batch workflow?
We have a Payable Batch WF that goes to a workflow user group for approval.
The approver pool has 3 users in it. If any of the users in the approver pool submit a Payable Batch for approval, it automatically approves it.
Thanks much
Sandip
Hello Derek,
Much appreciated for your reply.
Thanks
Sandip
There really isn't a way to block users from being able to Submit a workflow for approval.
We would need something like Field Level Security to make the 'Submit' button disabled or locked for those users that you don't want to be able to submit workflows, while the other users can.
In Workflow, we only really specify the approvers, alternate approvers and workflow manager for each workflow type, not really a list of who can or cannot submit a workflow.
Thanks
Hello Derek,
There are other AP Users who can submit but we want to exclude only the 2-3 users from workflow.
Thanks much
Sandip
Hello Shawn,
Much appreciated for your reply. I am not able to find the "Workflow User Group" section. Customer is on GP18.2 (2019) version. Can you please send the screenshot?
Thanks much
Sandip
Yes, it is possible to exclude multiple users from a Payable Batch workflow in Dynamics GP. Here's how you can do it:
1. Open the Payables Batch Approval Workflow setup window.
2. In the Workflow User Group section, select the user group that contains the approver pool with the 3 users.
3. Click on the "Exclusions" button to open the Exclusions window.
4. In the Exclusions window, select the users that you want to exclude from the approver pool.
5. Click "OK" to save your changes.
Once you have excluded the users from the approver pool, they will no longer be able to approve Payable Batches. Instead, the workflow will continue to the remaining users in the pool until it receives the required number of approvals
Then you'd want to just disable the workflow for the payable batch approval.
By doing that, when an AP batch is created, it won't be subject to going through the workflow process, it'll be automatically 'Completed' and ready for use in GP.
Hello Derek,
Much appreciated for your reply. We don't want any approver to approve workflow. If one of them is created AP Batch by default it should be in approved status .
Please advice if there is any option or tweaking the workflow.
Thanks much
Sandip
You'll need to adjust the workflow step(s) to how you want them to work.
If you don't want the group of three to be the approvers, change it to be the one or two approvers you do want.
If you don't want the workflow to approve after only one of the three approvers approve the workflow, change the option under 'completion policy' to be either 'Majority must approve' or 'All must approve', instead of the default 'Only one response needed'.
Workflow only will do what you put into it, you'll need to set it up to work the way you want it to.
Please let me know if you have any questions.
Thanks
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