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- User ID - the user who will send approval request or an approver.
- E-Mail - enter the email for the user. The email notification for the approval to be send to the user according to the email address
- Approval Administrator - select approval administrator. only 1 approval administrator can be selected. Only approval Administrator can view and manage all the approval entries.
Please refer following link for detail https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-approval-users#to-set-up-an-approval-user
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- select "Sales Quote Approval Workflow" for Sales Quote approval condition,
- select "Sales Order Credit Limit Approval Workflow" for credit limit approval for sales order
3) Configure the Workflow
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4) Set up the Approver
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- Choose "Workflow User Group" for Approval Type and create a new approval group code.
- Select the Workflow User Group. if no workflow user group is created, click New to Create
5) Set up the conduction for the approval
1) Click the condition for the "Approval of a sales document is requested."
2) Event conditions page to be shows, enter the criteria for identify the approval criteria
In the case example below, only the Sales Quote with Division Code is ANA and Amount is more than 100,000 is needed to follow this approval workflow.
Configuration for facilitate the customization. (BIO-153)
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- An approval request is approved,
- An approval request is rejected.
2) Click on The Response of "Remove record restriction"
3) Add the customized responses "Delete Approval Request except for Approver"
