Setup an Approval Process that will only work for one user

(0) Share

Report

Posted on by Community Member

Hi Guys;

I have setup a purchase order approval process in Dynamics NAV 2017, but I want it to only apply to one user.

For instance, in my demo company, I have four users: MARY (approval admin), EPHRAIM, JOHN, and TEST.

I want it to be that when TEST sends an approval request, MARY will be required to approve, but if JOHN or EPHRAIM needs to post the order (invoice and receive), no approval is required, or at least it is approved automatically by the system.

I'm using the default Purchase Order Approval Workflow template that comes shipped with NAV 2017. Below is my Approval User Setup:

0777.approval-user-setup.png

I believe the key lies in the "Sender ID" filter in the second workflow step (i.e."An approval request is approved.") but I have tried several configurations to no avail. Any solutions?

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (2)

Sort by

Verified answer

RobertasR 5,004 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Ephraim,

have you tried to assign the Approver ID for TEST, but leave all other blank, As well as, all others (except of TEST) would be set as Unlimited Approver? That should do the trick.

Robertas

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like
a
(1)

Report
Copy link

Link copied!

Thanks, that helped a bit. But NAV doesn't allow multiple approval administrators and returns an error when you try to do so.

The Solution was to leave Approver ID blank and tick "Unlimited Purchase Approval" for all other users but TEST like so:

Was this reply helpful? Yes No