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Approval Workflows for Sales Invoices

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Posted on by CU24021548-0

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?

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Dynamics 365 Business Central

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Valentin Castravet 32,800 Super User 2026 Season 1 on at

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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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YUN ZHU 102,516 Super User 2026 Season 1 on at

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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

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