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PO approval workflow scenario- can standard NAV support this ?

  • 1.  PO approval workflow scenario- can standard NAV support this ?

    Posted 11 days ago
    Hello,

    Trying to figure out a way to deal with the following scenario related to PO approval workflow:

    User A creates POs and sends them for approval:
    - if the PO amount<$5K - PO should be released without further approval.
    - If >$5K -and below $K100- should seek approval from user B.
    - If above $K100 - PO should go to user C for approval.

    User B (=the same user from the previous step) is also creating his own POs and sends them for approval.
    If the amount <$K100 - PO should be released without further approval.
    If the amount exceeds $K100- PO should go to user C for approval.

    Any suggestions on how this should be setup in the approval workflow ?


    Thanks !!!



    ------------------------------
    Shacham Gonczarowski
    Payoneer
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  • 2.  RE: PO approval workflow scenario- can standard NAV support this ?

    TOP CONTRIBUTOR
    Posted 11 days ago
    What version of NAV are you using? The setup is slightly different depending.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
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  • 3.  RE: PO approval workflow scenario- can standard NAV support this ?

    TOP CONTRIBUTOR
    Posted 11 days ago
    @Matt Traxinger is correct in that different versions work differently, but if the version you are running has Workflow User Groups, you may be able to set this up simply using 2 of these rather than setting up limits on all the users. I am in the middle of setting up almost exactly the same scenario as you indicate using this very simple approach.​​​

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    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software
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  • 4.  RE: PO approval workflow scenario- can standard NAV support this ?

    Posted 11 days ago
    Sorry obviously missed indicating that we are using NAV 2015 :-)
    Thank you !

    ------------------------------
    Shacham Gonczarowski
    Payoneer
    ------------------------------



  • 5.  RE: PO approval workflow scenario- can standard NAV support this ?

    GOLD CONTRIBUTOR
    Posted 20 hours ago
    ​We are on NAV17 and are managing the exact scenario with the workflow user groups.  I am not sure on the capabilities of NAV15.

    Let me know if you have the capability and I can send some examples on our setup.


    ------------------------------
    Debra Rohlik
    Controller
    Farmers Union Industries, LLC
    Redwood Falls MN
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