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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Approval -...
Small and medium business | Business Central, N...
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Sales Order Approval - Workflow User Groups

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Posted on by Phil0867 162

Hi

We are using standard approval workflow in Business Central for the approval of sales orders.

The scenario is that a sales order is raised and sent to multiple approvers within a workflow user group. If any 1 of the users in the workflow user group approves the request, it is approved and sales order changed to released status.

The problem I have is I have approvers in the workflow group who also raise sales orders (send approval requests) - because they are one of the workflow user group approvers it is automatically releasing the sales order - I'm trying to see if there is a way to set up the workflow so even if the user that sends the approval request is in the workflow user approval group, because they have sent the approval request it requires another of the approvers to approve before releasing.

Any ideas appreciated.

Thanks

Phil

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Lianne.Elzenga Profile Picture
    Lianne.Elzenga 45 on at
    Sales Order Approval - Workflow User Groups
    Hi all, 

    ** Update 14/08/2024: I found the answer myself ** 
    I have implemented different filter settings. This solved the error message. I am now able to activate both workflows.

    I have a similar situation. I had the same thoughts, but when creating another workflow I run into an error when activitating the workflow:
     

    One or more entry-point steps exist that use the same event on table Sales Header. You must specify unique event conditions on entry-point steps that use the same table.

     
     
    Does any of you have a suggestion how to work around this error?
     
    Thank you in advance!
     
    Best regards,
    Lianne Elzenga
  • Verified answer
    Phil0867 Profile Picture
    Phil0867 162 on at
    RE: Sales Order Approval - Workflow User Groups

    Thanks Kim, I'll give that a go

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Sales Order Approval - Workflow User Groups

    I had the same issue with another workflow. We setup different workflows that filtered for the purchaser code (person raising the order) and we have different workflow groups where the purchaser was not an approver. So for each approver that also raised orders we had a specific workflow and workflow group. This became more setup but worked well.

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