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PO Approval Workflow

  • 1.  PO Approval Workflow

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Hi There

    I am working on the Workflow for Purchase Order

    When testing I realized that email notification works well when the PO is

    1. Sent for approval
    2. Rejected
    3. Cancel
    4. Deferred for approval

    But there is no notification sent when the PO is approved

    I am suspecting it maybe on the C/AL side

    Can anyone help

    Thanks

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    Yusuf Newland
    MGAC
    Washintgon DC
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  • 2.  RE: PO Approval Workflow

    TOP CONTRIBUTOR
    Posted 20 days ago
    What version of NAV/BC?  I can confirm that for NAV2013R2, there is no email notification for the approval.  You have to watch for the status change of the order,

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/D365BC-User Group Focus
    May 18-19, 2019
    Denver, Colorado
    ------------------------------

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  • 3.  RE: PO Approval Workflow

    TOP CONTRIBUTOR
    Posted 19 days ago
    We use @Juan Crispin's solution. It works great. Check it out here: https://www.navug.com/communities/community-home/digestviewer/viewthread?GroupId=49&MID=10611&CommunityKey=95503735-5a0b-4af1-8326-9bd7bb3b4d3d&tab=digestviewer


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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
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    Conference-BCNAVUG_200x200


  • 4.  RE: PO Approval Workflow

    SILVER CONTRIBUTOR
    Posted 19 days ago
    Hi Greg

    Thanks a lot for the reply
    I will try and get my license to a developer

    It definitely what i suspected

    Appreciate your assistance

    Have a good weekend

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    Yusuf Newland
    MGAC
    Washintgon DC
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    Conference-BCNAVUG_200x200


  • 5.  RE: PO Approval Workflow

    Posted 16 days ago
    The way I did this with my organization (NAV2017) is:

    • Open the PO workflow
    • Locate the 1st "An approval request is approved." event, which is the final approval step
    • Edit the corresponding Response
    • Add a new line and select, "Create a notification for %1"
    • Once you have added that, highlight/select it and on the bottom of the Response, select the Recipient User ID - this is the user you want to notifiy
      • Repeat if you have multiple notifications.

    This is doable with your standard license and no C/AL modifcations.

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    Anthony Rowan
    Ancillare
    Horsham PA
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    Conference-BCNAVUG_200x200


  • 6.  RE: PO Approval Workflow

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Thanks Tony

    Your approach works perfect!!

    Thanks so much

    Yusuf

    ------------------------------
    Yusuf Newland
    MGAC
    Washintgon DC
    ------------------------------

    Conference-BCNAVUG_200x200


  • 7.  RE: PO Approval Workflow

    TOP CONTRIBUTOR
    Posted 15 days ago
    Good point Anthony. If you always want the final email to go to a specific user, then no customization should be needed.
    The customized workflow solution allows the system to determine who originally requested the approval (requestor), and when the approval occurs, the requestor then receives the notification.  One additional note, is that the customized solution relies 100% on events that Microsoft built into the Workflow system to allow for us to extend it in ways like this. However, it does require a development license.

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
    ------------------------------

    Conference-BCNAVUG_200x200


  • 8.  RE: PO Approval Workflow

    Posted 14 days ago
    i am hoping this would work with any workflow, such as journal entry or cheque batch?

    thanks
    cheryl

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    Cheryl Pflug
    Financial Officer
    Federation of Students
    Waterloo ON
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    Conference-BCNAVUG_200x200


  • 9.  RE: PO Approval Workflow

    Posted 14 days ago
    It should, the steps I posted is standard in NAV (2017).

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    Anthony Rowan
    Ancillare
    Horsham PA
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    Conference-BCNAVUG_200x200


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