Approval date on purchase orders

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Posted on by CU04120838-0

Hi there

We want to change the approval due date on purchase orders to be later that today for orders that are not so urgent. It looks like it can be set in the approval workflow but I do not understand how. It seems in the Approval of a purchase document is requested Event needs a condition for Requested Approval date >= TODAY, but I do not find that field to filter on.

I also do not see an approval date on the purchase order.

Regards

Hendrik

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Dynamics 365 Business Central

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

While it is technically possible to add conditions in a workflow or use date filters - these built-in tools are somewhat constrained - like the absence of a clear "Requested Approval Date" field or the inability to directly set logic for >=today the way you are aiming for.

I would recommend looking to Power Automate to solve this. You could also create a custom workflow that would require development.

If you go the Power Automate route, here is how you might achieve this:

Login to Power Automate

+ Create an "Automated Cloud Flow"

Search for the "Dynamics 365" Business Central connector

For the starting trigger > select "When a record is created, updated, or deleted"

Configure the trigger to monitor the PO table (based on updates / creation of purchase orders)

ADD a condition

after the trigger, add a condition action

in the condition, specify the logic below:

field: "Requested Approval Date"

Condition: is greater than or equal to

Value: use the expression feature to calculate today's date with the formula utcNow()

example: formatDateTime(utcNow(), 'yyyy-MM-dd')

Branch Logic

in the YES branch of the condition, add the approval request

in the NO branch of the condition, you can add a skip

add approval step

search for the approval connector and choose start and wait for an approval

configure the approval step adding details like:

title - reference the PO (ex: APPROVAL REQUEST for PO #1234)

approver - person or group you want to approve

details - including key details about the PO

send notifications or update status

after approval is set up, include actions for notifying users or updating records in BC (marking PO sent for approval, etc.) if needed

test your flow

Hope this helps some!

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CU04120838-0 73 on at

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I have searched and I do not see a Requested Approval date on the purchase header. There is however an approval due date field on the approval entries.

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Gerardo Rentería Ga... 25,154 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Solved: Approval Due Date Calculation

Best Regards
Gerardo

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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You can change the Due Date Formula on the workflow.

If you want to know more about Date Formula, you can check this post.

https://thatnavguy.com/date-formula-in-business-central/

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Hi,

You should be able to add due date based on the below and date formula

https://community.dynamics.com/forums/thread/details/?threadid=fa6b764c-002f-ef11-840a-7c1e52163722

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Just adding some information:

Dynamics 365 Business Central: About complex Due Date Calculations

https://yzhums.com/55211/

Hope this helps as well.

Thanks.

ZHU

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Jainam M. Kothari 15,631 Super User 2025 Season 2 on at

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May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/walkthrough-setting-up-and-using-a-purchase-approval-workflow

https://learn.microsoft.com/en-us/dynamics365/business-central/across-set-up-workflows

https://community.dynamics.com/forums/thread/details/?threadid=58add00a-d775-ef11-a670-6045bdd330f3

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CU04120838-0 73 on at

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Thanks everyone! I see where the approval due date formula can be added on the workflow eg. 5d. This means that all approval due dates will be 5 days from the date that the approval request was sent. We actually wanted to be able to have urgent approvals due for today, and less urgent approvals today or later. From what I can see this will not be possible.

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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You can add two workflows: one for urgent and one for non-urgent. they will have different workflow due date formula.

You can then specify the filter for each workflow, such as:

when Your Reference is URGENT, run the urgent workflow.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

https://community.dynamics.com/forums/thread/details/?threadid=def8b009-ff64-4376-b0c9-e7016d2a0739

Thanks.

ZHU

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