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Workflow challenge

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Posted on by black_s

328

Hi,

I have a unique scenario, i have workflows based on dimension with up to 5 sequential approvers.

The issue is that some of the approvers in the workflow chain e.g sequence number 4 and 5 may also raise sales orders. In this cases , the workflow also sends the approval request back to sequence number 1 which may not be practical as the person raising the order may be a manager

How do i configure such that the approval goes 'forwards' in the workflow user group if the sender is within the approval chain

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Dynamics 365 Business Central

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Greg Enns 1,102 on at

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RE: Workflow challenge

It's a little tricky trying to understand your question, but I'll throw a few ideas out there. You might try adjusting the Salesperson code based on the dimension in order to help determine which person in the chain the approval starts with. (Use "Approver Chain" with Salesperson Approver Type.) If you want everyone up the chain to have to approve, then maybe you could give everyone except the top approver a $0.01 sales approval limit?
black_s 328 on at

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RE: Workflow challenge

This is a sales order
Dallefeld 175 User Group Leader on at

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RE: Workflow challenge

Can you clarify? Is the workflow you are speaking of in your first sentence a sales order or purchase order or something else? Please provide a little more detail, so we can assist.