Approval Workflow

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Posted on by dmourghen

We are looking forward to set the document approval on PO in NAV13

I went through the Manuals and on the net to have an overview of the standard functionality and to test it on our environment.

But when implementing and testing it is not working same.

See below scenarios :

userid approverid PO approval limit unlimited PO email

UserA UserB 1000

UserB Yes

when I log on as UserA and create a PO with Amt less than Rs1000, it still goes to UserB for approval. From what I read, It should have allowed to Release the PO as UserA Purchase limit is Rs1000.

It seems that the PO approval Limit is set on the approverid and not on userid.

I did another setup to try understand the functionality:

userid approverid PO approval limit unlimited PO email

UserA UserB 2000

UserB UserC Yes

UserC UserC Yes

I logged on as UserA and create a PO with Amt 3000, it goes to User B for approval and PO Status is set to Pending Approval.

UserB get the record in Approval Entries, he approves it but PO Status remains as Pending Approval and waiting UserC to do the final approval and release the PO.

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Tharanga Chandrasekara 23,116 on at

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RE: Approval Workflow

Hi,

Please let us know if you were able to resolve the issue.
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Tharanga Chandrasekara 23,116 on at

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RE: Approval Workflow

Hi,

I did not test this by myself, but I think this can be controlled using Approver Limit Type. If you set it to "First Qualified Approver" then it will follow the rule you have specified in your question. (Please do test this and let us know how it went.)

Reference
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tpupko 2,048 on at

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RE: Approval Workflow

Hi,

userid approverid PO approval limit unlimited PO email

UserA UserB 1000

UserB Yes

when I log on as UserA and create a PO with Amt less than Rs1000, it still goes to UserB for approval. From what I read, It should have allowed to Release the PO as UserA Purchase limit is Rs1000.

If you have second line User B- system will send request for approval for user B, because user B is direct approver for user A.

blogs.msdn.microsoft.com/.../approval-types-in-workflow-for-microsoft-dynamics-nav-2016
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RobertasR 5,002 on at

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RE: Approval Workflow

The first scenario might also happen if your approval template for PO says "No Limits" for "Limit Type", then system would ignore limits and would only send the approval request for the first approver in the line. It has to be "Approval Limits" for PO (purchase quotes and sales orders can use 'request limits' and 'credit limits' accordingly).

As for the second scenario it doesn't sound like standard NAV and must be some sort of add-on development, unless it says "Pending Prepayment" and not "Pending Approval".
dmourghen on at

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RE: Approval Workflow

additional approvers are not assigned.

Where do u think the problem might be.
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RobertasR 5,002 on at

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RE: Approval Workflow

Hi dmourghen,

your expectations are correct. One of the reasons behind the described behavior is "additional approvers". If you go to the Approval Templates and select the Purchase Order template, does it say there are additional approvers assigned? If so, whatever approval hierarchy you set up, system will send the approval request to the additional approver(s).