About Document approval in NAV 2009sp1

Business Central/NAV Developers Forum
1

Hi All,

We have a client that uses the document approval in Nav2009.The client has a requirement that requires that a purchase order (PO) approvers are tied to the total amount of the order ie.

PO of amounts upto 50000,requires 2 approvers,PO of 50001 upto 100000 requires 3 approvers,2 of which were approvers in the case of upto 50000.

PO in excess of 100001 requires 4 approvers ,3 being the aprovers in the last case.

All these POs are raised by one purchase clerk.

Do the NAV2009 document approval support this kind of work flow? If yes how is these configured assuming all POs are raised by one userID in the system.

How would one go about modifying the current work flow to take care of these if not supported?

Thanks,

2

Hi Lucasoonudi,

In current approval setup, you can specify Purchase Amount Approval Limit for user. I don’t think in current approval this situation can be handles. You have to modify approval process.

Better option is that, you can user wise Purchase Amount Approval Limit approval.

See, if amount is grater than 50000$ required second approval means first approval doesn’t have any meaning.

3

Hi

Any way you need to do customization.coz 2009 only support 2 level approval process.

if you need more than 2 approver then you need to customize.

4

Hi,

there is way have worked around it by creating a new option in the Limit type field and a new field in Additional Approvers Table to set Min. amount to approve.

We have also modified the 2 codes units (439 & 440) for the work flow .

We are currently doing testing,it looks promising it will work.

Thanks,

Ochieng