Set up an approval workflow with two approvers

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Posted on by Joel95

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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.)

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Joel95 185 on at

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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 185 on at

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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 185 on at

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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.
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YUN ZHU 68,142 Super User 2024 Season 2 on at

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Set up an approval workflow with two approvers

Hi, I think you should try Workflow User Group in this case.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users?wt.mc_id=DX-MVP-5004336

Hope this helps.
Thanks.
ZHU