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Purchase Approval Flow Questions

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Posted on by JGarcia123

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I have a customer that uses workflow approvals on the purchasing processes. It starts with a Purchase Quote and then flows into a Purchase Order. Our issue is that there is a purchasing manager who is also a workflow administrator. He is also responsible for reviewing the PO's and occasionally making changes (such as adding line items and/or changing amounts). Now the PO's are setup to go to approvals based on department, but when he makes changes and submits for approval, it goes to his direct approver instead. Is there a step or setup we may be missing?

Please advise. Look forward to a response.

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Business Central

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YUN ZHU 73,565 Super User 2024 Season 2 on at

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Purchase Approval Flow Questions

Do you mean that the purchasing manager does not need approval and will be released directly after submission?

Please check the settings below again.

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 24,793 Super User 2024 Season 2 on at

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Purchase Approval Flow Questions

More information is needed to help you. How is the approval workflow setup to send the approval based on department? What is the criteria for this?

Valentin Castravet

Zander ERP Services