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HI Everyone, we are using Dynamics 365 BC, using the standard Purchase Invoice Approval Workflow (Category - PURCHDOC)

Document Type: Invoice

Status: Open

Amount: >1

So currently all purchase invoices valued over £1 need approval and this works well.

Issue: Not all purchase invoices require approval ie. Council Tax, Rent etc etc and we dont raise a PO for these either. Is there a way of excluding certain G/L accounts from the approval workflow so we can receive, process and post these types of invoices without needing approval?

Any help much appreciated, its doing my head in!

Ian

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Business Central

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black_s 323 on at

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Workflow

Hi,

On the normal purchase invoice approval workflow, go to the lines sections and set a filter using <> to say exclude these accounts e.g <>10005.

Then create an additional workflow with a filter that has these accounts to automatically approve. This is not required though if above is done but it provides a way of knowing it was an automatic release after clicking Send for Approval.

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