Approval workflows can be set up in Business Central to ensure that important information isn’t erroneously changed or deleted, to set limits on purchases, or to bring specific actions to the attention of managers or executives. In other words, approval workflows can be adjusted to meet your business needs in a variety of ways. In this post, we walk through setting up an approval workflow for something very simple. More complex workflows that involve multiple tiers of approval can be set up as well, and the Business Central consultant at Nevas Technologies are happy to provide hands-on help with those or to help you troubleshoot workflow approval problems you encounter.
For our example, we will set up an approval workflow to purchase office supplies. Perhaps you’ve noticed that some departments are ordering twice as many office supplies as others, and these purchases are becoming a significant operating expense. Although this scenario is straightforward, you can see how approval workflows could be applicable to a wide variety of situations.
A workflow is a sequence of tasks that is triggered by a specified action, condition, or rule. For example, when a department manager completes a purchase order for office supplies, the document must be approved by the manager of operations before it can be completed.
Dynamics 365 Business Central has quite a few approval workflow templates, or you can choose to create a new workflow approval customized to meet your needs. To use the templates, you select the one you want, click “new,” then “new workflow template.”
The next step is to set the event that triggers the workflow, based on conditions you set. For this example, a user creates a purchase order for office supplies.
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