Workflows for PO and SO

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Posted on by Michelish

Issues to resolve:

PO has to be approved by 1 approver or substitute if the PO is under certain amount , and 2 approvers or their substitutes if it is over that amount.

Can this be accomplished in one workflow?

Other issue - If an approver has a limit on PO approvals, and they work with multiple currencies, does the workflow see all the currencies or do you need workflows for every different currency?

For Sales Order work flows:

Need approval for over credit limit

Need approval for line items with discounts

Does each workflow need to be separate or can BC handle multiple conditions on one workflow?

Sorry for all the questions!

Categories:

Dynamics 365 Business Central

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RE: Workflows for PO and SO

1. Purchase Order workflow

It has to be two workflows, one for each amount threshold

2. Other issue - If an approver has a limit on PO approvals, and they work with multiple currencies, does the workflow see all the currencies or do you need workflows for every different currency?

it will see all currencies. In the workflow event conditions you can specify filter for the currency code, if this is left empty it looks at all currencies.

3. Sales Order workflow

you will need two workflows