Microsoft Dynamics NAV (Archived)

Workflow for Purchase quote approval

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Posted on by Community Member Microsoft Employee

Dear all,

I want to setup workflow for approval on purchase quote via these condition terms:

- for amount <= 50000, only 3 persons should approve with the same sequence.

- for amount > 50000, the document should be approved by the first 3 persons as above, and include another one user

now i setup as picture below (I copy from template) , and it didn't work on all above condition. so, how can i setup it??

thanks in advance,

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Answers (1)

keoma 32,675 on at

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RE: Workflow for Purchase quote approval

Also create 2 workflows with these conditions.
CDsilva 4,184 on at

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RE: Workflow for Purchase quote approval

Hi,

I want to create a condition for which the amount is between e.g 10000 and 25000. how should i specify this in a workflow condition.
Binesh 7,885 on at

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RE: Workflow for Purchase quote approval

Great to hear that!
Community Member Microsoft Employee on at

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RE: Workflow for Purchase quote approval

that's what i want to be, thanks very much
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Binesh 7,885 on at

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RE: Workflow for Purchase quote approval

Hello,

You have to create two workflows based on your requirement, and based on requirement you have to set the Approval Type.

See the bellow screenshot for two workflows.

Condition 1 : Amount is less than 50000.

Condition 2 : Amount is greater than 50000.

Now workflow something looks like:
Community Member Microsoft Employee on at

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RE: Workflow for Purchase quote approval

In response "Create approval entries", i already setup as workflow user group

now, when i send PR with amount less than 50000, it send approval to every user in workflow user group. For my question is, how can i setup to send approval to another user when i send PR with amount more than 50000.
Suggested answer

Binesh 7,885 on at

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RE: Workflow for Purchase quote approval

Hello,

Create a "Workflow User Groups" and then assign it.

See the bellow screenshot for creating Workflow user groups.