Multi-Level Approval in NAV 2015

frankiecs
frankiecs Member Posts: 6
in NAV Three Tier
Hi All, in NAV 2015, is it possible to do multi-level approval as below (by either application setup or technical modification):

User create PO or SO -> Level 1 Approvers, then -> Level 2 Approvers, then -> Level 3 Approvers -> release of PO or SO

Each level allow more than 1 approvers , but anyone approver's approve of this level can make the PO / SO to next level or next step.

Anyone approver's reject of any level can make the PO / SO rejected.

This level approver(s) only see the SO / PO after previous level of approver(s) (if any) have approved the doc.

Finally all SO / PO must be approved by three level of approvers before release.

Any idea? Both application setup and/or technical mod. solutions are welcome, many thank in advance

(Just a remind: NAV 2015 without workflow as NAV 2016 or later, so suggestion of using workflow may not work)

Frankie Cheung

Best Answers

  • frankiecs
    frankiecs Member Posts: 6
    Answer ✓
    Slawek_Guzek wrote: »
    Not without a modification.

    NAV does not allow for more than one approver for a single level. A scenario where a document awaiting approval can be approved either by user A or B is not handled and in order to add such a functionality you would require quite a modification - If you want to do it 'right'

    Thank for reply, so anyone know any reference how to make the modification? By the way, also want to know is it "allow more than one approver for a single level" even not work in NAV 2016 or later? Many thanks.

Answers

  • Slawek_Guzek
    Slawek_Guzek Member Posts: 1,690
    Not without a modification.

    NAV does not allow for more than one approver for a single level. A scenario where a document awaiting approval can be approved either by user A or B is not handled and in order to add such a functionality you would require quite a modification - If you want to do it 'right'
    Slawek Guzek
    Dynamics NAV, MS SQL Server, Wherescape RED;
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  • frankiecs
    frankiecs Member Posts: 6
    Answer ✓
    Slawek_Guzek wrote: »
    Not without a modification.

    NAV does not allow for more than one approver for a single level. A scenario where a document awaiting approval can be approved either by user A or B is not handled and in order to add such a functionality you would require quite a modification - If you want to do it 'right'

    Thank for reply, so anyone know any reference how to make the modification? By the way, also want to know is it "allow more than one approver for a single level" even not work in NAV 2016 or later? Many thanks.
  • frankiecs
    frankiecs Member Posts: 6
    es_barrett wrote: »
    We use the Continia Document Capture and Approval add-in to achieve this.

    Thank for suggestion, will consider the modification cost and add-on cost for the functions.
  • NavNab
    NavNab Member Posts: 181
    Hello @frankiecs

    What you need is standard in NAV 2016, 2017 and 2018 (NAV 2018 integrates Microsoft flow too). If you will consider an upgrade soon then I believe it will be a waste of money and effort to get a new add-on or to customize the solution.

    P.S: mainstream support for NAV 2015 ends next year. It is maybe time to seriously think about an upgrade ?
  • JohnHunter
    JohnHunter Member Posts: 45
    requirement is fairly simple- "group approvals", dont know if it justifies purchase of a full blown "Add-on" or even an upgrade. but as always the right answer is: it depends.
  • frankiecs
    frankiecs Member Posts: 6
    NavNab wrote: »
    Hello @frankiecs

    What you need is standard in NAV 2016, 2017 and 2018 (NAV 2018 integrates Microsoft flow too). If you will consider an upgrade soon then I believe it will be a waste of money and effort to get a new add-on or to customize the solution.

    P.S: mainstream support for NAV 2015 ends next year. It is maybe time to seriously think about an upgrade ?

    Hello NavNab and thank for reply, yes I have stated the programming mod. or add-on (only this function part) most likely not necessary in later NAV version, but the result is people still want it in NAV 2015. However, you reminded me the mainstream support for NAV 2015 will ends at next year, let see this point can change their mind or not. Many thanks
  • frankiecs
    frankiecs Member Posts: 6
    JohnHunter wrote: »
    requirement is fairly simple- "group approvals", dont know if it justifies purchase of a full blown "Add-on" or even an upgrade. but as always the right answer is: it depends.

    Yes, usually depend on what user think.
  • Hamdan
    Hamdan Member Posts: 9
    It is either that users cope with single Approver per level or they see that this requirement is worthy for an upgrade or a customization to make group approvers available in the current feature. it's a kind of a balance between cost and benefit issue.

    Good Luck

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