Dynamics Community Forum Thread Details

Customer Credit Limit Change Approval Workflow - Allowing the Approver to Trigger Approval for the Workflow User Group

Hello NAV Community,

I am currently experiencing some difficulties setting up a customer credit limit approval workflow as required, and I wondered if anyone could offer any guidance?

Our normal credit limit workflow is as follows:

User A edits Customer X's credit limit from $5,000 to $10,000
User A sends an approval request or exits the page
The credit limit is reverted to $5,000 and an approval request is sent to Approver %1 and Approver %2
Approver %1 or Approver %2 approve the request
Both approval requests are approved and the $10,000 credit limit is applied

We experience difficulty when the following happens:

Approver %1 edits Customer X's credit limit from $5,000 to $10,000
Approver %1 sends an approval request or exits the page
The credit limit is reverted to $5,000 and an approval request is sent to Approver %1 and Approver %2
The approval request for Approver %1 is automatically approved (all approval requests that have a matching sender and approver seem to approve automatically)
The approval request for Approver %2 remains open
The credit limit remains at $5,000 until Approver %2 approves or rejects the approval request

What we would like to happen is as follows:

Approver %1 edits Customer X's credit limit from $5,000 to $10,000
Approver %1 sends an approval request or exits the page
The credit limit is reverted to $5,000 and an approval request is sent to Approver %1 and Approver %2
The approval request for Approver %1 is automatically approved (all approval requests that have a matching sender and approver seem to approve automatically)
The approval request for Approver %2 is automatically approved
The credit limit is set to $10,000

The core of the problem seems to be that the automatic approval which is generated when a user sends an approval request to themselves does not trigger the 'An approval request is approved' event.

Any guidance would be very much appreciated!

Quick Links

Leaderboard