Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Aravindh Radhakrishnan]

[version: NAV 2016 – Workflow]

Scenario:

A person (Person-1) creates a PO and sends for approval to his manager (Approver-1). Once the manager approves, for the next level approval it goes to Department Manager (Approver-2) and after his (Approver-2) approval the Status will get changed to Released. There will be multiple departments and each department will have its own Manager. I have a field in PO that shows the Department Manager’s name and his/her department. 

Just adding some more clarity on the scenario…
We have user A, B and C working in Deparment 1, so their approver must be a manager of department 1. For users E, F and G working in Department 2, their approver must be a manager of department 2. Also we have H, I and J working in Department 3 (Department 4,5 and so on). Based on the department (say Department 2) requested PO, the approval has to go from User (A/B/C) to his department manager (Approver-1) and after his approval it has to go to the particular department manager (Approver-2 of Department 2) who has requested to that particular PO and the email notification should not go to Department 3’s manager or other departments managers.

Example:
If PO raised for Department 2:
Person-1 >> Approver-1 >> Approver-2 of Department 2 (Notification to be sent to only to Department 2’s manager and only he can approve for this PO)

If PO raised for Department 3:
Person-1 >> Approver-1 >> Approver-2 of Department 3 (Notification to be sent to Department 3’s manager and only he can approve for this PO)

How to identify the specific Department Manager dynamically and how to send to him/her alone for approval in 2nd level? Let me know if some more details needed.

Thanks in advance.

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Aarvi.
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[Kim Dallefeld]

Is department a dimension that can be found on the purchase header?

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Kim Dallefeld
NAV Consultant
Past NAVUG Chair
NAVUG Programming Committee
Ft Worth, TX
Kim@Dallefeld.com
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