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Sales Order Credit Limit Approval Workflow

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Posted on by AS-21061352-0

4

Hi all,

is it possible to setup as approver two different users than can appove alternatively the request of approval?

Sales order over credit limit :

sent a request

User A and user B have both the possibility to approve the order

I've tried with the Workflow user group but the approval is required for the users of the group , any idea?

Many thanks

Alessandro

Categories:

Administration and permissions

Financial Management

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YUN ZHU 62,823 Super User on at

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Sales Order Credit Limit Approval Workflow

Hi, or you can try Power Automate, which is more flexible than standard Workflow.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-flow?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU
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Valentin Castravet 6,279 Super User on at

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Sales Order Credit Limit Approval Workflow

Your workflow user group needs to have the two user's setup both with Sequence No. 1:

And then in the Workflow Steps the row for the approval needs to have the condition Pending Approvals: 1

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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Saurav.Dhyani 13,220 User Group Leader on at

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Sales Order Credit Limit Approval Workflow

Hi Alessandro,

This video explains how to use Approval User Group to achieve what you wanted.

https://youtu.be/EbshUvrwbxY?feature=shared

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube

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