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Advanced Workflow approvals for Purchase Orders

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Posted on by Johnce123

Good Evening,

System - SAAS

I am looking to have advanced approval workflows in business central potentially based on a dimension. Example - Follow normal approval route, except when dimension is selected

Normal

Person A - 500 limit

Person B - Unlimited

Dimension CATERING selected

Person A - 15000 limit

Person B - Unlimited

Continia document Capture offers this as a solution for invoicing but not for purchase orders?

Are there any recommended add ins for purchase order approvals? That can handle more advanced workflows

TIA

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, Sorry for not being able to give a specific plan. But for this kind of complicated approval process, I prefer Power Automate.

just a simple example:

https://yzhums.com/8295/

Also Josh is an expert in this area and has a lot of useful information in his Blog.

https://joshanglesea.wordpress.com/category/power-automate/

Hope this helps.

Thanks.

ZHU

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Johnce123 13 on at

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Thanks Zhu, the power automate approval flow is certainly something that looks interesting, but doesn't resolve my dynamic purchase approval limits issue :(

Ps Love your content on twitter :)

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ew98000 229 on at

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You should be able to do this in Business Central using the approval workflows. Create 2 PO Approvals workflows. These will be distinguished by the filter you put in the 'On Condition' for the 'Approval of a purchase document is requested.' event. This will be the 1st line in the workflow steps. In the event condition, add a filter for the dimension value = CATERING. In the other workflow add a filter for the dimension value = ''.

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Johnce123 13 on at

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Hi, thanks for this, where would you put the differing approval limits?

Thanks

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ew98000 229 on at

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On the same page as above by adding the filter on the amount field in the purchase header.

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Johnce123 13 on at

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I'm trying to have Person A have 2 differing Approval limits depending on a dimension filter? And continue down the approval flow?

Struggling to see how this would be managed on the seperate flows as you would still have to either point to A workflow user group /approver or salesperson/purchaser and the still only selectr approval chain or direct approver etc. You can't specify anywhere that they have a different approval limit?

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, I think what ew98000 mean is, you can add different filters in Event Conditions. Separate it when you initiate Workflow, not when you approve it.

Hope this helps.

Thanks.

ZHU

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