Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested answer

Automate Sales Order Approval

(0) ShareShare
ReportReport
Posted on by 5

Hi, 

Is it possible to automate sales order approval? 

pastedimage1681286126879v1.png_2D00_640x480.png


Regards, 

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,238 Moderator on at
    RE: Automate Sales Order Approval

    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

  • Suggested answer
    Govinda Kumar Profile Picture
    2,211 Moderator on at
    RE: Automate Sales Order Approval

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,278 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,991 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans