"Approval User Setup" for Workflow

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Posted on by adams1124

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Hello,

On "Approval User Setup" page, there are 3 "Approval Limit" fields - "Sales Amount Approval Limit", "Purchase Amount Approval Limit" and "Request Amount Approval Limit".

"Sales Amount Apporval Limit" is for all types of sales related approval requests such as sales quote, sales order, and sales invoice.

"Purchase Amount Approval Limit" is for all types of purchase related approval requests such as purchase order and purchase invoice, EXCEPT purchase quote.

"Request Amount Approval Limit" is specifically for purchase quote.

I cannot think of any clear reason why there is approval limit only for purchase quote seperately.

Could anybody help me to understand the reason behind it?

Thank you!

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Chris Bulson on at

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Hello,

My best guess here is that it's because Purchase Quotes did not exist when Business Central was first released. It was a feature that was added some time after Business Central first released. It had to be added on to that page in a way that would not 'break' existing functionality\code\extensions, etc....

Thanks,

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adams1124 237 on at

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Hi Chris,

Thank you very much for the information!

It is always important to understand the stories behind to better understand Business Central.

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BilC 20 on at

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Hi Everyone,

Question 1

what are some of the reasons why I cannot get any of the approval limit's to work?

For example, I can purchase amount approval limit of $100 for a user A. But user A is still able approve a PO with an amount above $100.

Question 2

Is there any approval limit amount for journals? For example using the standard 'General Journal Line Approval Workflow'.

Question 3

with the standard 'General Journal Line Approval Workflow' is any journal type excluded by default?

thank you

Bill

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adams1124 237 on at

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Hi

Q1 I may be able to find out if you paste the page of "Approver Users".

Q2 Unlike sales orders, purchase orders, there is no "header" for journals batch and the total amount of the journal batch is 0 anyway, so you cannot know what the amount in journal batch is.

Q3 If you go to the workflow setup and see the list of fields by which you can filter the journal line record (the first line in the definition of the workflow), you will see the list of fields.

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Community Member on at

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Bill,

Adding to Masa's reply... Approval Workflow and the Approval User Setup are key to how it will function and flow. Can you take a screen shot of the following and this will help with replying to your questions:

and

The second pic above you get to by clicking the Then Response value, on the first row.

Hope this helps.

Thanks,

Steve

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