Streamlining Purchase Approvals using Workflows

In today’s fast-paced business environment, efficiency and automation are key to staying competitive. Microsoft Dynamics 365 Business Central offers powerful workflow capabilities that streamline processes such as purchase order approvals and invoice management, helping organizations reduce manual tasks and enhance productivity.

Workflows in Business Central can be configured to accommodate multi-level approvals, particularly to meet the typical need for varying approvers based on specified amount thresholds.

Quick simple steps to setup Approval Workflows-

• Open Workflows from the Search function

• Click on "New Workflow from Template" to create a new workflow from the Microsoft provided template, for ‘Purchase Invoice Approval Workflow’

• Set the conditions that trigger the workflow. For example, you might specify that the workflow activates when a purchase order exceeds a certain amount.

• To set the Approvers, start with ‘Add Record Restriction’

• The below options will ensure that the approval requests go in a chain to the approvers until the amount threshold is reached, as set up in the ‘Approval User Setup’

  
  

• Enable the Workflow to use this setup for all new documents moving forward.