web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Approval work...
Small and medium business | Business Central, N...
Suggested answer

Purchase Approval workflow

(0) ShareShare
ReportReport
Posted on by Yin Mon Pyone 12

Dear Experts,

Currently, our company is using

  1. Purchase Invoice approval workflow with purchase amount approval limit and unlimited amount approval 
  2. Purchase Quote approval workflow with request amount approval and unlimited amount approval. 

Now they want to change Purchase invoice approval workflow with request amount approval.

Is it possible to do?

I do not know the program behind those workflow templates and approval user setup.

What are the differences between Purchase amount approval limit and request amount approval limit?

Please advise.

Regards,

Sweety

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 92,762 Super User 2025 Season 2 on at
    RE: Purchase Approval workflow

    Hi, Although I am not sure about the detailed settings of your current workflow, I think it is possible.

    First, you can set sales amount approval limit and purchase amount approval limit in Approval User setup.

    pastedimage1636674912656v1.png

    Then you can add amount condition when approval of a sales document is request.

    pastedimage1636675025825v2.png

    pastedimage1636675068757v3.png

    More details: https://docs.microsoft.com/en-us/dynamics-nav-app/across-set-up-workflows

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Purchase Approval workflow

    Sweety,

    Adding to Yun's reply... Purchase Amount Approval limit is the amount that specific Approver/User can approve up too. The Request Amount Approval limit is the amount that a specific User can Request a Purchase or Sales document up too.

    Not sure why you want to swap the Purchase with Request. You should use the standard fields and limits to setup the Approval process your company needs.

    Thanks,

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 4,327

#2
Sumit Singh Profile Picture

Sumit Singh 2,734

#3
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 2,599

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans