Warning Message in Sending approval request in Sale order

Business Central/NAV User Forum
1

Dear all navision expert

I’m using Navision 2009 classic, i encounter a problem in setting up the document approval in Sale order form. In my company, I have the following users:

  • Mr. A: Administrator

-Mr.B : Account Receivable

I want Mr. have a right to only send approval request to Mr. A. What are the step in doing so? Actually, i’m don’t what is the different between Approval template and Approval set up. What is the concept of this?

Please advice

2

Hi

You need to setup the approval from Document Approval–>Approval setup -->User Setup

Approval template is just what is going to display in your email when the Orders are send for approval.

3

You should check out the documentation on Approvals. I think it is in the Financial Management book. Or type Setting Up Document Approvals in the NAV Client Help Menu.