Approval Hirarchy based on the amount

Business Central/NAV User Forum
1

Hi experts,

Approval Process are two ways.

  1. That purchase order should approve by every manaer with out Dependent on the amount - This process i configured and working fine.

  2. based on the Purchase order amount only concern persons has to approve .- I tried this process but i could not get the solution

I am explaining the second process here.

Purchase Agent will create the purchase order.

a) Purchase order Amount = 10000 - then Manager A has to Approve.( No further approval required and document approval is over)

b) Purchase order Amount = 20000 - then Manager A & Manager B both has to approve (No furhere approval required and document approval is over)

c) Purchase order Amount = 30000 - then Manager A & Manager B & Manager c Has to approve ( No further approval required and Document approval is over)

d) Purchase order Amount = 4000 then Manager A & Manager B & Manager C & Manager D has to approve ( No further approval Required and Document approval is over)

So system should create the approval entries based on the amounts to concern persons.( not to all )

How to configure this above process in navision .

Throw some light on this.

2

Hi lally

We perform something like his. it was Time Entry (after employee’s jobs) Approval by different manager and approve by TOP at the end.

  1. create a field Status [option]: Draft (after Agent create order), Approved (after Manager A-Z check it and approve)
  2. add functional which check code after approval by each manager and after last manager it should be posted (as I understand). It is a simple array with [0 0 1] there it is checking by each manager and some IF…THEN to create line for necessary person.

please \w me if you need more information.

3

Thanks Sergey,

The scenerio what u explaining is part of customization.

with out doing any customization In navision 2009 SP1 has standard functionality which i am working.

I am looking for that.

I tried many ways about the scenerio what i explained above.

i did not get the solution , so i am expecting the reply from experts.

4

Is that ot achived by entering Purchase Amount Approval Limit for the User ID of the managers. Enter relevant amount o that field for User IDs of managers.

5

I done the setup , what you explained , but still system is sending the request to all approvers.

It is not sending the approval request what i explained in the above example.

So experts throw some help about this.[:(]

6

Experts throw some help about this …