Approval user setup v Workflow User Groups

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Posted on by CinderKonan

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Hello,
I have created a PO workflow and want to be able to use a hierarchy by purchase amount approval limit, however it seems there is a choice between with using the Approval user setup and plugging that into the workflow or using the Workflow User Groups but this is more difficult to set a dollar limit. Is there a preferred method when you have more than 2 users who need to approve on amount?
Thanks

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Dynamics 365 Business Central

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Shauna Langley 887 Moderator on at

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Approval user setup v Workflow User Groups

Hi,

If you require 2 users to approve a purchase order then my general rule of thumb is to use a workflow user group. So, say for example you have a purchase order for an amount of 10,000 and this has to be approved by 2 people then I would create a user group as follows:

The sequence no can define who needs to approve first but if it doesn't matter who approvers first then the sequence no can be set to 1.

The hierarchy in approver user setup usually works better for one approver based on amount.

Hope that helps,

Shauna

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