Purchase order approval setup

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Posted on by DebbieG

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Hi All,

I am not great at this section, but this is my issue and hope someone can advise.

I have setup approval users and some users have a limit that they can process too.

If Over this limit, then the PO will be approved by either of two people in an approval workgroup. I have this functioning fine

My issue is that the user when they go an Send approval for a PO under their limit, it doesn't Auto release the order, it still has to be approved by the user in the approval user group.

I think I am missing something in my workflow setup. I have created a Workflow user group with the two main approvers.

How can I set it to not bypass the approval if within limit?

can anyone provide any insight?

Regards

Debbie

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Dynamics 365 Business Central

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KP - Solution Archi... 658 on at

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Hi,

The user can directly click on release if it is inside limit, it will be automatically released otherwise, it will give a message that it needs to go through an approval workflow

For example amount limit is less than 1000, it will be released

It will give below message when a user tries to directly release when exceeding the limit

Let me know if this helped you

Thanks,

KP

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DebbieG 544 on at

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In the User approval setup, I have lots of users on different levels.

If the user just clicks on Release (If within limit) we still get this message:

This document can only be released when the approval process is complete.

I copied a new workflow and set it to direct Approver, and even with this, it does not AUTO RELEASE the Purchase order if within the users limit. Am I missing something??

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Jainam M. Kothari 15,803 Super User 2026 Season 1 on at

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Hello,

Yes as @KP - Solution Architect Technical Mentioned, if the Approval Limit Amount is same for Multiple Purchase Order User then you can filter the Amount in the Workflow.

Or else you need to Custom the same.

Earlier in the NAV, it is working like that only. But in Business Central we need to Custom the same.

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KP - Solution Archi... 658 on at

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Hi, could you please share a snippet of your workflow and the condition you've used?

Because on my end, it works fine — if the amount is less than 1000, it's released automatically.

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Khushbu Rajvi. 22,130 Super User 2026 Season 1 on at

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if the approval workflow is properly checking limits, and the user’s limit covers the amount, it should auto-approve and release the order.

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Valentin Castravet 32,208 Super User 2026 Season 1 on at

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It would help if you posted a screenshot of your workflow and how its set up.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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