Item approval

Thomas_L

I was just trying to implement the item approval with the expectation that I won't be able to enter the item in an purchase or sale line as long the item has not been approoved. NAV did create an approval but the item has not been blocked in the purchase/sales line in any way.

Does anybody have experiance with this Kind of approval?

aseigle

are you blocking the item, or making it a restricted record?

Thomas_L

I specified in the workflow setup as a restricted record - if it does get restricted do I not know, because I don't know how the result is supposed to look like. How could I block it?

bilalrai

If possible send snapshots in english please. Its probably Danish.

bilalrai

BTW if you use the option "Restrict usage of record" it may help you.

stoopidcant

Did you get this working? Having same issue.

NavNab

Hi @Thomas_L

Thomas_L wrote: »

with the expectation that I won't be able to enter the item in an purchase or sale line as long the item has not been approoved

Well, that is your expectation

The standard workflow adds a restriction to the freshly created Item and let you use it on your PO, SO, Item Journals... But you will not be able to post your documents.

If you want to block the item then you need to customize the workflow.

You may also add code to check "Record Restriction" on the PO, SO, Item journals... when you select an item.

On another note, I saw that you asked the same question here. You may delete one of them in order to help people help you efficiently.

stoopidcant

@navnab - this is what I expected but when I use the out of the box "Item Approval Workflow" in NAV 2017 (screenshot of workflow);



I can see the record is added to Restricted Records (screenshot below);



I can however still add to Purchase Orders, Sales Order etc and post regardless of it being restricted. (screenshot below);