Approval Types in Workflow for Dynamics NAV 2016
Microsoft Dynamics NAV 2016 introduces new approval types that provide flexibility for different scenarios & different workflows. Read to learn more.
Microsoft Dynamics NAV 2016 introduces new approval types that provide flexibility for different scenarios & different workflows. Read to learn more.
Table of Content
Microsoft Dynamics NAV 2016 introduces new approval types. These approval types provide flexibility for different scenarios and enable you to choose different types of approvals for different workflows.
First Qualified Approver specifies that an approval request entry is only created for the requester’s first qualified approver. This approval type is similar to the Approval Chain type but instead of informing each approver in the chain, it jumps directly to the approver who has sufficient limit to approve.
Type | Description |
Approver Chain | Specifies that approval request entries are created for all the requester’s approvers, up to and including the first qualified approver. This is typically used to support a scenario where the approval must go up the hierarchy to find someone with sufficient spending limit to sign off. |
Direct Approver | Specifies that an approval request entry is only created for the requester’s immediate approver, regardless of the approver’s approval limit. This is typically used in employee/manager sign-off approvals. |
The Approval User Setup window helps you define how approvals users interact according to a hierarchy.
The following example shows how the Approval Type and Approver Limit Type settings control the navigation through the user hierarchy.
Assume the following user hierarchy:
User ID | Approver | Salesperson/Purchaser Code | Sales Limit | Purchase Limit |
User 1 | User 2 | $100 | $100 | |
User 2 | User 3 | A | $500 | $500 |
User 3 | B | Unlimited | Unlimited |
As USER 1, you create a purchase document and send it for approval. What happens?
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