Approval Procedures

Devinder

Hi Experts.

I am having an issue with Purchase Order approvals. Below is my scenario; I am not sure if this is how NAV is intended to work. Your help will be highly appreciated

NAV Version
NAV 2013 R2
PO Template Setup

Approval Code Approval Type Document type Limit Type Enabled
P-Order Approver Order Approval Limits Yes

Approval User Setup

User Id Approver Id Purchase Amount Approval Limit Unlimited Approval
Anthony Bill $ 5,000 No
Bill Catherine $ 30,000 No
Catherine David $ 100,000 No
David Yes

PO Scenarios
Scenario NAV Behaviour
Anthony raises a PO for $2,000 and send for approval. PO is approved.

ALL GOOD.
Anthony raises a PO for $10,000 and send for approval. PO goes for approval to Bill.

ALL GOOD.


PROBLEM
Anthony raises a PO for $50,000 and send for approval. PO goes for approval to Bill even when Bills approval limit is $30,000 only.

System generates following approval request entries.
1. Approver Anthony Status Approved
2. Approver Bill Status Open
3. Approver Catherine Status Created

Only when Bill approves then it goes in for approval to Catherine

Given that PO value is $30,000 which is more than Bill’s approval limit; should not system skip Bill from the approval sequence?



Regards
Dev

Kishorm

Unfortunately this functionality is not available in Approvals in NAV 2015 and earlier.

It is however available in 2016 and later as it was re-designed completely and uses the new workflow functionality. Here you can set the "Approver Limit Type" to 'First Qualified Approver' and in that case it would not create an approval request for Bill but only create one for Catherine.

kriki

[Topic moved from 'Navision Financials' forum to 'NAV Three Tier' forum]

M.Quinly

I believe the problem is that Bill is still to be considered a part of the approval chain.
So Anthony needs approval, it's bill's job to approve what Anthony is doing.
If Bill doesn't have total authority, then Bill needs approval from Catherine.

Kishorm

Unfortunately this functionality is not available in Approvals in NAV 2015 and earlier.

It is however available in 2016 and later as it was re-designed completely and uses the new workflow functionality. Here you can set the "Approver Limit Type" to 'First Qualified Approver' and in that case it would not create an approval request for Bill but only create one for Catherine.