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Posted on by Niki

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Hi Experts,

I need to setup workflows for Purchase order, Sales order and sales credit memo. My requirement is , there are two people who approve, and whichever of them approves, the document must be released. How can I set this workflows?

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Dynamics 365 Business Central

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Aman Kakkar 2,977 Super User 2026 Season 1 on at

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Hi,

FYI - Workflow User Group

You can navigate to Workflow User Groups, and add Workflow User Group Members with the same sequence number. For Example -

If you only have one level approval, set the sequence number as 1 for both of them.

Hope this helps,

Aman K

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OussamaSabbouh 12,803 Super User 2026 Season 1 on at

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Hello,

To allow either one of two people to approve a Purchase Order, Sales Order, or Sales Credit Memo, just create one Approval User Group and put both users on the same sequence level.
Same sequence = OR approval.
Whoever approves first → the document is automatically Released.

Then assign that Approval User Group in each workflow (PO, SO, SCM) using the standard templates.

Regards,
Oussama Sabbouh

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Pallavi Phade 5,420 Super User 2026 Season 1 on at

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Namaste @Niki

Please go through my answer in below thread this will help

https://community.dynamics.com/forums/thread/details/?threadid=abe50187-56a3-f011-bbd3-000d3a554a74

Warm Regards

Pallavi Phade

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TarikJerkovich 293 on at

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Hello @Niki,

Everyone is right about using Workflow User Groups, but here’s a step-by-step example for Purchase Orders (PO). You can repeat the same pattern for SO/SCM.

Create Workflow for PO(you can create it from workflow template):

When Event - Approval of a purchase document is requested. -you need to defined here:

- On Condition : documant type: Order Status: Open - if you will use several workflow user group then you need to have for each separate created Workflow for PO.

Then Response - Approval of a purchase document is requested - you need to defined here

- Then response : add record restriction

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Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

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Hello,

To set up workflows where either of two approvers can approve and release a Purchase Order, Sales Order, or Sales Credit Memo in Business Central, create an Approval Group with both users and set the Approver Type to “Either”.

Then, configure separate workflows for each document type using the standard approval templates, add steps to request approval from this group, and ensure the final response is “Release the document when approved”.

This way, as soon as one approver approves, the document is marked as approved and automatically released.

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Rishabh Kanaskar 6,219 Super User 2026 Season 1 on at

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Hi,

As mentioned by other members, Create one Approval User Group with both users on the same sequence level. Same sequence means OR approval - whichever user approves first, the document is released. Assign this Approval User Group to the workflows for Purchase Order, Sales Order, and Sales Credit Memo using the standard templates.

Thanks

Rishabh

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