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Does the Prepayment flow in Navision 2018 requires double approval.

Posted on by 4,235

Hi,

One of my user was send the Prepayment for approval in Navision 2018.

After she had approved the prepayment, she realize that the prepayment is still pending in the queue. May I ask if the prepayment requires double approval?

0827.Prepayment.png

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Does the Prepayment flow in Navision 2018 requires double approval.

    Josh,

    If you are using Workflow to Approve the prepayment, after it is approved you can Create Prepayment Invoice. Did the AP person Send the Purchase Order for Approval first or click Create Prepayment Invoice? If the latter, if the Prepayment Invoice, is approved, the User can Post the Prepayment Invoice. Then you can create the Payment Journal to Pay the Prepayment Invoice. After you make the Payment, the Purchase Order Status will update to Released, since the pending prepayment was paid.

    pastedimage1618583360165v1.png

    Also, make sure on Purchase & Payables setup page you set the field Check Prepmt. when Posting = TRUE

    pastedimage1618583421343v2.png

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Does the Prepayment flow in Navision 2018 requires double approval.

    Hi,

    No, Prepayment did not required the double approval.

    Once user has approved the Prepayment, you need to make sure that the status should be either "Released" or "Approved" based on the requirement.

    You need to verify the Prepayment Workflow and make sure once the user approved the prepayment then it should modify the Status to "Released" or "Approved". By this you can identify that these many Prepayment are approved by the user.

    Hope this helps.

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