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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How do I set up a work...
Small and medium business | Business Central, N...
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How do I set up a workflow for purchase orders for a specific amount?

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Posted on by Joel95 221
Hi all,
 
Maybe a simple question, but how do I set up a workflow for purchase orders between the €15.000 and €30.000.
 
I tried the conditions below but this doesn't work right:
 
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,575 Super User 2025 Season 2 on at
    You set the User's Approval Limit in the "Approval User Setup":
     
    If the Purchase Order is for less than the User's Approval limit, the PO will be automatically approved and released.  If it is above the User's limit, it will trigger it to go through the approval process.
     
    P.S. If this helps resolve your question, please mark it as a solution to help other forum Users.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 211 User Group Leader on at
    Don't place your filter partially in the header and partially in the line.
     
    In the header, try >14999&<30000
  • Verified answer
    SC-30042148-0 Profile Picture
    SC-30042148-0 43 on at
    I agree with Dallefeld.  Here is an example of one of our workflows.  Don't put anything in the bottom filter.

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