Skip to main content

Notifications

Small and medium business | Business Central, N...
Answered

Sales Order Approval not working correctly

Posted on by 20
I'm troubleshooting a Sales Order Approval Workflow that doesn't seem to be working correctly.  I have three users set up in the Approval User Setup list - A, B, C. 
 
Scenario 1: B is the only person in the Workflow User Group, A creates a Sales Order
 
A can't release Sales Order and must Request Approval.  B gets Approval Request and is able to Approve.  A now has a released Sales Order.
 
Scenario 2: B and C are in Workflow User Group; both have the same sequence number.  A creates a Sales Order.
 
A can't release Sales Order and must Request Approval.  B and C both get Approval Request and have the Approve button on the document.  B approves document, but it is still showing a status of Pending Approval (waiting for C to Approve).  Only when both Approvers approve the document does it become Released.
 
Scenario 3: B and C are both in the Workflow User Group; B has a lower sequence number. A creates a Sales Order.
 
A can't release Sales Order and must Request Approval.  B does not have the Approve button on the document and can't approve. 
 
Scenario 4: B and C are in the Workflow User Group; B has a higher sequence number.  A creates a Sales Order.
 
A can't release Sales Order and must Request Approval.  B has the Approve button on the document, but after approving document still shows status of Pending Approval.
 
There appears to be something broken in the logic or I'm missing a setting.  If both approvers have the same sequence number shouldn't either be able to approve? Right now, it's requiring both to approve.
 
 
  • Verified answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,133 Super User 2024 Season 2 on at
    Sales Order Approval not working correctly

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans