BC24 Purchase Invoice approval workflow

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Posted on by MU-20110937-0

BC24 how can we set up below?

Purchase Invoice with line type G/L account, has to go through the regular approval flow (same as a purchase order)

Purchase invoice where we use the functionality "get receipt lines" we don't want to go through the approval flow as the lines are coming from a PO which already went through the approval flow

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Dynamics 365 Business Central

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Valentin Castravet 25,794 Super User 2025 Season 1 on at

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BC24 Purchase Invoice approval workflow

Great! I'm happy to help!

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
MU-20110937-0 4 on at

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BC24 Purchase Invoice approval workflow

Dear Valentin,

Thank you so much for taking the time to answer my question, much appreciated. I have configured it exactly as you described and it works perfectly. Once again, thank you so much for you assistance.

Kind regards,

Mirella
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Valentin Castravet 25,794 Super User 2025 Season 1 on at

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BC24 Purchase Invoice approval workflow

You can configure and use the standard Purchase Invoice Approval workflow by adding one condition/filter.

Set the workflow to activate only for purchase invoices where the purchase line includes a non-empty 'Receipt No.' field. The filter criteria should be set to <>''

This will work out of the box without customization. Only lines added using the Get Receipt Lines function will have a non-empty 'Receipt No.' field. Lines manually added will have this field empty.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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Ramiz 474 on at

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BC24 Purchase Invoice approval workflow

Hi,

You need an identifier to specify whether to run the approval flow or not. You can create a boolean field on purchase header and control it with that.

Get Receipt Lines has an event that you can subscribe to update the identifier.

tableextension 50000 "Purchase Header RA" extends "Purchase Header" { fields { field(50000; "Need Approval"; Boolean) { Caption = 'Need Approval'; InitValue = true; DataClassification = CustomerContent; } } } [EventSubscriber(ObjectType::Codeunit, Codeunit::"Purch.-Get Receipt", OnAfterCreateInvLines, '', false, false)] local procedure OnAfterCreateInvLines(var PurchaseHeader: Record "Purchase Header"; var PurchaseLine: Record "Purchase Line") begin PurchaseHeader."Need Approval" := false; PurchaseHeader.Modify(false); end;