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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / NAV 2015 Two approving...
Microsoft Dynamics NAV (Archived)

NAV 2015 Two approving managers for a staff serving two departments

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Posted on by Community Member

Hi,

We have a staff who is serving two departments and thus have two approving managers.

What is the best practice for a staff serving two departments in NAV 2015?

 

Best regards

Colin Kee

*This post is locked for comments

  • Verified answer
    mmv Profile Picture
    mmv 11,467 on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi,

    For the customization efforts, I suggest you to check with your partner.  

    NAV supports AD and NAV User Account.

  • Community Member Profile Picture
    Community Member on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi Saravanan, Thank you for your prompt reply.  Firstly, is it difficult to add customized additional approver? Secondly, we are using AD user account, can NAV supports both NAV account and AD account?

  • Sarav Profile Picture
    Sarav 429 on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    I don't suggest in changing the primary key of User setup table. Instead you can add customized additional approver for the specific User ID and try your customization.

  • Community Member Profile Picture
    Community Member on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi Saravanan, can we have both AD account and Local NAV account at the same time? Is customization difficult and costly?

  • Suggested answer
    Sarav Profile Picture
    Sarav 429 on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi,

    The simplest way is to create two Windows User ID and thus you can create two Users in NAV also to provide Multiple Approvals but to have both Approvals in one User account you need to do customization.

  • Community Member Profile Picture
    Community Member on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    HI Mahesh,

    We are open to advice. My current understanding is that with have a department code dimension and a purchaser code. What do we need to customize?

  • mmv Profile Picture
    mmv 11,467 on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi,

    How would you identify a Purchase is for HR or Finance?  At present, I don't think there's a provision to handle this in the standard Nav with one user account, you need to customize.

  • Community Member Profile Picture
    Community Member on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi Mahesh, Thank you for replying. Take for e.g. we have an admin staff call Annie. Annie serves both HR Manager Bernie and Finance Manager Catherine. When it is a purchase for HR department, preferably the approving manager will be Bernie. If it is a purchase for Finance, the approving manager will be Catherine. So how can we allow Annie to have two approving manager with only one user account? Thank you.

  • mmv Profile Picture
    mmv 11,467 on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    Hi,

    Do you mean that you want to have approvals on different documents (per se, Purchase Order, Sales Order etc.)?

  • Community Member Profile Picture
    Community Member on at
    RE: NAV 2015 Two approving managers for a staff serving two departments

    HI Need advice on this. Thanks

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