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Approval Workflows for Sales Invoices

Posted on by 24
Hello
I want to implement an approval Workflow for Sales Invoices. A specific User should approve all Invoices before they can be postet. I´ve tried quite a few Workflows but none of them seem to work, you can always post the invoices before the approval.
Are there specific roles beside the approval role that users need? What speficit events do I need to pick for the Workflow for it to work?
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    Approval Workflows for Sales Invoices
    Hi, not sure what your Approver Type is, but another place to check is Approval User Setup
     
    And if Approver Typer is Workflow User Group, you should also check Workflow User Groups.
     
    Hope this can give you some hints as well.
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,816 Super User 2024 Season 2 on at
    Approval Workflows for Sales Invoices
    Can you post a screenshot of your workflow to see what's wrong with it? Have you tried the template workflows?
     
    The sales invoice template like this should work:
     
     
     
     
     
    Valentin Castravet
    Zander ERP Services

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