Skip to main content

Notifications

Business Central forum
Answered

Set up an approval workflow with two approvers

Posted on by 185
Hi all,
 
We would like to have two approvers for each purchase invoice approval workflow. The first approver will verify the expenses' validity, while the second approver, from the finance department, will check the bank account number, invoice number, and due date for accuracy.

In the image below, you can see how I have attempted to set up this workflow. In the standard 'purchase invoice approval workflow,' I selected '(+) add record restriction' in the first line. I then added the following rule: 'Create an approval request for the record using approver type Approver and approver limit type Specific Approver.' So, the purchaser is the employee who assesses the invoice, and the approver should be the one from the finance department (Joel). However, the system uses the person who booked the invoice as the approver, rather than the person designated as the approver according to the settings below. How can I resolve this, or should I approach it differently?

To clarify, I would like the following situation:

Suzanne books invoice > chooses purchaser Johan > apporval workflow to Johan (purchaser) and joel (approver ID)

The current situation is as follows:

Suzanne books invoice > chooses purchaser Johan > apporval workflow to Johan (purchaser) and Suzanne (If she books the invoice, does the system consider her as the approver? If you look at the 'approval user setup,' I would expect them to choose Joel for this role.)

  • Verified answer
    Joel95 Profile Picture
    Joel95 185 on at
    Set up an approval workflow with two approvers
    the workflowgroup (joel) will see the approval request after the purchaser (eric) gave his approve. This was the solution I was searching for.
  • Joel95 Profile Picture
    Joel95 185 on at
    Set up an approval workflow with two approvers
    Update:
    I thought the solution would be to have a 'vendor/buyer' and a 'workflow user group' to validate. This way, I would create a workflow group with only the user 'joel' in it.
     
     
    It almost worked because the system created two lines (picture below). One for the purchaser 'eric' and one for the workflow group 'joel', see the approved ID's. The only problem is that the status of the first rule is created instead of opened. How can I fix this?
     
  • Joel95 Profile Picture
    Joel95 185 on at
    Set up an approval workflow with two approvers

    Hi, thank you for assisting me, but I believe this isn't the right solution. This is because we have several individuals who need to approve invoices for various expense categories. For example:

    • Johan approves transport costs, and Joel is the second approver.
    • Suzanne approves ground costs, and Joel is the second approver.

    If I were to use the working group method, then everyone in the group would have to approve, which is not the desired behavior in our case.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,142 Super User 2024 Season 2 on at
    Set up an approval workflow with two approvers
    Hi, I think you should try Workflow User Group in this case.
     
    Hope this helps.
    Thanks.
    ZHU

Helpful resources

Quick Links

Dynamics 365 Community Update

Welcome to the inaugural Community Platform Update. As part of our commitment to…

Dynamics 365 Community Newsletter - August 2024

Catch up on the latest D365 Community news

Community Spotlight of the Month

Kudos to Mohana Yadav!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,142 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 227,979 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans