Finance Approval - Navision 5.0

Divya · 2009-07-22

Hi,

I need to configure Finance Approval in Navision 5.0. Is it possible in Navision 5.0 Document Approval Setup?

Is it only Setup or Any Customization is required?

Please do the needful.

Thanks
Divya

kapil4dynamics · 2009-07-22

NAV 5.0 onwards it allows to have approvals for Sales Documents and Purchase Documents by default. No need of customization. But if u r asking for journals than u will have to customize.

and if u wanna know how the above mentioned approvals work go through Whats New in NAV 2009 pdf it is very well explained there.

navuser1 · 2009-07-23

kapil4dynamics wrote:

NAV 5.0 onwards it allows to have approvals for Sales Documents and Purchase Documents by default. No need of customization. But if u r asking for journals than u will have to customize.

and if u wanna know how the above mentioned approvals work go through Whats New in NAV 2009 pdf it is very well explained there.

Hi Kapil,

We have customized those in Nav 4.0 (Work Flow) and Nav 5.0 (Document Approval)...Its working fine.

Can you tell me where we have to look for the same in NAV 2009 ???
waiting for your reply.. :roll:

kapil4dynamics · 2009-07-23

Administration -> Application Setup -> Document Approval. Why did u customize it ? <Edit> U had it from 5.0 onwards.

navuser1 · 2009-07-28

kapil4dynamics wrote:

Administration -> Application Setup -> Document Approval. Why did u customize it ? <Edit> U had it from 5.0 onwards.

Hi kapil,
Here you cannot find the Other Approval Setup like PAYMENT JOURNAL, TRANSFER ORDER, ITEM JOURNAL, ITEM RECLASS and more ... #-o

kapil4dynamics · 2009-07-28

navuser1 wrote:

kapil4dynamics wrote:

NAV 5.0 onwards it allows to have approvals for Sales Documents and Purchase Documents by default.

Hi kapil,
Here you cannot find the Other Approval Setup like PAYMENT JOURNAL, TRANSFER ORDER, ITEM JOURNAL, ITEM RECLASS and more #-o

..

Read the message which i did send you, i said Sales and Purchase Docs ONLY.

Rana · 2009-07-29

Hi Divya,

Divya wrote:

I need to configure Finance Approval in Navision 5.0. Is it possible in Navision 5.0 Document Approval Setup?

Yes it is possible.
Purchase and Sales document approval are there in Base product but if u want it in Finance then u need some customization.

Divya wrote:

Is it only Setup or Any Customization is required?

If it is for Purchase and Sale then u need to setup it but in case of Finance u need to customize it.

Regards,
RANA

Divya · 2009-07-30

Hi Rana,

Thank you for your reply.. I have done Finance Approval customization in NAV 4.0 thr Workflow.

I thought Navision 5.0 Document Approval is a Approval Setup configuration in any Table.
But again I have to do customization [like 4.0] .... #-o #-o #-o

Rana · 2009-07-30

yeah u have to do it again..

aonther bad news is there for us .It is not there in NAV 6 also.

Divya · 2009-07-30

:shock: .........

Every Indian Customers asking "Finance Approval"... Microsoft please help us. [-o<

ssingla · 2009-07-30

Divya wrote:

:shock: .........

Every Indian Customers asking "Finance Approval"... Microsoft please help us. [-o<

Do you have any data stating any such requirement by all the Indian customers. I have not implemented Finance approval other than providing separate rights for creation and posting.

Divya · 2009-07-31

But Roles and permission will not be convinced. why because, Let me tell you an example, General Entry will be done by USER1 and Approval will be done by USER2 and again USER1 will have to do Posting. This the process are doing Customers. USER1 should not post without USER2 Approval.

Navision provided Approval option in both Sales and Purchase.. Im telling that why dont they provide approval rights for Finance.

just see this post. There mentioned what are the basic requirements asked by customer frequently. viewtopic.php?f=23&t=29353

Finance Approval - Navision 5.0

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