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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Credit Memo Appr...
Small and medium business | Business Central, N...
Suggested Answer

Sales Credit Memo Approval

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Posted on by RN-30050744-0 2
Hi 
 
We are using MS Dynamics 365 Business Central.
New business requirement is to have Sales Credit Memo being approved before release.
I have set up the workflow using available template. The approval user set up has also been completed.
I also added the approver in the Salespeople/Purchaser.
 
But I keep on getting this message
 
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones&q... 5,016 Most Valuable Professional on at
    Moved to SMC Forum (D365 Business Central, NAV) from D365 Finance (Finance & Operations)
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,444 Super User 2026 Season 1 on at
    Check user approval setup
  • Suggested answer
    Mansi Soni Profile Picture
    Mansi Soni 9,611 Super User 2026 Season 1 on at
    Hello,

    This error indicates a mismatch between the Salesperson/Purchaser Code assigned to the user and the corresponding entry in the Approval User Setup. Even though you've added the approver in the Salesperson/Purchaser list, Business Central requires that the user ID linked to that salesperson code also exists in the Approval User Setup table with the same Salesperson/Purchaser Code assigned.

    To resolve this, go to the Approval User Setup page, ensure the relevant user is listed, and explicitly assign their Salesperson/Purchaser Code under the Salespers./Purch. Code column. This linkage is necessary for the workflow to validate and proceed with approvals for Sales Credit Memos.

    Hope this answer will help you!

    Regards,
    Mansi Soni
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,693 Super User 2026 Season 1 on at
    The salesperson code on the sales credit memo does not exist in the Approval User Setup.
     

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