Dynamics Business Central (NAV)
Experts:
NAV Purchase Order Approval Workflow Issue
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NAV Purchase Order Approval Workflow Issue
Hello BC/NAV Folks!
I support a BC14 on premise system where we use purchase order “Approver Chain” type workflows and User Approvals with set purchase amount approval limits and everything works fine.
I also support a NAV2017 system where we are having some issues. When the workflow is set to “Approver Chain,” the NAV Client freezes when someone sends a purchase order for approval. When I change the workflow type to “Direct Approver” everything works except that the PO goes to Pending Approval status even when the purchase order value is less that the purchaser’s purchase amount approval limit.
Any thoughts?
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3 Replies
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Hi, have some suggestions that might help.
The first problem is that the NAV client freezes when using the Approver Chain workflow.
This might happen if the approval setup is too complicated. If there are a lot of approvers or if the chain loops back, it can cause delays or freezes. Make sure to check the Approval User Setup. It’s key to keep the approval chain simple. If the system is trying to work through too many approvers, or if there’s a mistake in assigning users, it could freeze when sending a purchase order for approval. Also, check the system’s performance. Issues like server limits or a big database could also be causing problems.
Now, for the second issue. If a purchase order goes into Pending Approval even though the amount is under the approval limit using the Direct Approver workflow, that shows a setup error. The system should only ask for approval if the total goes over the limit. If it’s marking orders as Pending Approval when they’re below the limit, then there could be a mistake in the Event Conditions or the Approval Limits. Make sure those are set up correctly. Check that the workflow is looking at the limits right. Fixing these should solve the problem.
Also you can order an analysis from Dynamics 365 Consultants https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/, they might help you to find all mistakes and bottlenecks.
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