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Small and medium business | Business Central, N...
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workflow hierarchy purchase order

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Hi,

I have a question regarding business central purchase order workflow, Is this possible to create workflow and setup approval users according to our requirement because i have a scenario in which i want to approve my purchase order from 3 tier level from requestor to line managers and line managers to last authority like CFO of the company and i have 3 to 4 teams in different cities and these teams have different line Managers and users but last authority is same for the respective teams that is my CFO . Is this possible in business central purchase order workflow, if yes then how we will customized it in business central?

Thanks & Regards 

Saqib Hassan

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    on at

    Saqib,

    If I follow you, you have a Workflow Group with 3 tiers from Requestor to CFO. Based on your City Team, each Team has a different Requestor, then Line Manager, then the CFO. You can create Workflow Groups that will flow based on the Requester specifically. I am attaching my handout on Workflow Groups and flow. In summary, you create 3-4 Workflows, for the Purchase Order, based on the Approval Group of the Requestor.

    Hope this helps.

    Thanks,

    Steve

    2577.3-Approval-Groups.docx

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