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Hello experts,
We had created an workflow for approving purchase quotes using following configuration
Lets say,we have 2 users(User-A & User-B) who will initiate the workflow and 2 approvers (User-C & User -D) with same level of hierarchy.
User-A ,User-B(Purchase executive) will initiate workflow for approving the purchase quotation.This will be "pending for approval" status. After the approval from User-C (Purchase Manager) the quotation is released.
There are few practical cases where user-C is busy in attending his official meetings, communicating with vendors etc..resulting delay in releasing the quotes.
Can we set another in the same stage, "User-D(Purchase Manager)" with the authority of approving the purchase quotes?
Does NAV 2016 workflows provide an option for 2 or more users to approve a transaction without delegating or cancelling the workflows?
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Is this configurable?
Madam / Sir,
Thanks for your valuable help. I had one concern here.
If User-D approves the Purchase quotes then document is released.
However in the User-C bucket, the "Request for approval" is showing "open" status for the same document that was already approved & released by User-D.
Is there any possibility or configuration available where a user approves & releases the document then automatically it is cleared in another users bucket??
Hi Pradeep,
You can refer to below links:
1. Use User Group: community.dynamics.com/.../approval-workflow-using-workflow-user-group-in-microsoft-dynamics-nav
2. Use Delegation function: www.encorebusiness.com/.../workflows-microsoft-dynamics-nav
Hi,
I had a similar scenario,
You can create Workflow user group.
refer my blog chrisdsilvablog.wordpress.com/.../approval-workflow-using-workflow-user-group-in-microsoft-dynamics-nav
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