Purchase Order Line Approval

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Posted on by buzzwick

Hello,

Has anyone worked out ways in NAV to a) direct approval requests to different users or groups of users based on line-level department information; b) allow users to approve amounts on the PO that relate to them (e.g., for their department) without trying to approve the entire PO? Because the PO total amount drives the Approval User chain, a first-level Approver would probably never see POs for approval, since the total PO amount would almost always be greater than their approval limit.

Thanks.

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JAngle 115 on at

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RE: Purchase Order Line Approval

If you have access to Power Automate a solution with no customisation is available to you: joshanglesea.wordpress.com/.../

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buzzwick 22 on at

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RE: Purchase Order Line Approval

As much as I would like to publish and sell, I have to admit that it was this blog post chrisdsilvablog.wordpress.com/.../ that showed me the basic components that had to be in place. I had to elaborate some to adapt it to our client's specific requirements, but without this guide I would never have figured it out. It ends up being a lot of code in one custom code unit, and small changes to base NAV workflow elements here and there.

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buzzwick 22 on at

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RE: Purchase Order Line Approval

Alfredo,

Thank you! At this point I would be very happy to talk with anyone, who has had experience in dealing with what must be a common scenario. I don't think most companies would prefer to write multiple purchase orders to the same vendor for the same item, segregated by, say, department. Certainly the vendor would not prefer it!

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azelaya59 2,807 on at

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RE: Purchase Order Line Approval

Buzzwick

We had to create a very elaborate customization to satisfy that approval requirement. As Hannes mentions above, if you are going to write this customization, you should publish and sell. If you need a resource to to do the leg work, message me and I will pass the contact information for my previous consulting firm.

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buzzwick 22 on at

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RE: Purchase Order Line Approval

Hannes,

Thank you for your reply. It looks like we might be forced to come up with something to accommodate our client's preferred workflow; when we do I will be sure to let you know!

Regards,

Buzzwick

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Hannes Holst 5,767 on at

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RE: Purchase Order Line Approval

Hi buzzwick,

Approvals based on Lines are often requested, but I've never saw a solution.

When you build a solution and publish on AppSource, some people might would buy :-)

PS: Workaround for your problem could be, to create several POs for each line item that has to be approved individually.

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