APPROVAL SETUP

guptavarunmca

How it is possible to set the approval setup and how it works when
posting any sales order or purchase order for approve..
thankks in advance..

reema

This is for the Nav 4.0 SP3
To know the work flow Financial managemt - > work flow .
For approval setup :
1. U need to create users in user setup form
2. Then In work flow template form the assign the document type, Task/Authorization level , , Min Value, Max Value, user ID
3. Place a check mark in Purchase and Payables Setup/ Sales and Receivables Setup
4. Then create the Purchase order / Sales order .
5. Then run the functional Authorization.
6. Then system will automatically send the message to that Approver based on the Purchase amount .
These are the out lines , better to go through the manual to know actual process.

kine

There is good e-learning for that on PartnerSource if you have access... ;-)

coder

Hello,

See this
viewtopic.php?f=23&t=30338

https://mbs.microsoft.com/partnersource ... page=false

Regards,
Rakesh