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Small and medium business | Business Central, N...
Suggested Answer

Automate Sales Order Approval

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Posted on by 5

Hi, 

Is it possible to automate sales order approval? 

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Regards, 

I have the same question (0)
  • Suggested answer
    Govinda Kumar Profile Picture
    2,304 Moderator on at

    Hi shobak,

    I think it is possible, you can do it by using workflows.

    learn.microsoft.com/.../across-set-up-workflows

    community.dynamics.com/.../sales-order-approval---workflow-user-groups

    Regards

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,320 Moderator on at

    Hi Shobak - If I have understood your question correctly - you want the approval on Sales order to be granted automatically once the SO is sent for approval, w/o any user pressing "Approved" on the other end.

    If you want to automate sales order approval, I'd rather suggest disabling the workflow altogether. Automatic approval of an order, without any human intervention is counter-intuitive to the while approval process design. The approval workflow is designed in such a manner that a user sends the document for approval and it is reviewed & approved by a higher level user

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