Video není dostupné.
Omlouváme se.

Approval Workflows in Business Central

Sdílet
Vložit
  • čas přidán 31. 07. 2024
  • In today's video, we will be discussing approval workflows in Business Central. This feature is available in Business Central for your basic approval needs. Agenda Topics we will highlight include:
    • Approval User Set-Up
    • SMTP Email Setup
    • Workflow Templates
    • Workflow Set Up
    • Example of Purchase Order approval workflow
    Contact us at info@websan.com to learn more!

Komentáře • 19

  • @josephmwangi7087
    @josephmwangi7087 Před 2 lety +1

    Thank you

  • @capitanad
    @capitanad Před rokem +1

    Thank you very much, it was extremely helpful.

  • @User-4517
    @User-4517 Před rokem

    Thanks for this, found it very useful!

  • @user-fq7rz2dv6p
    @user-fq7rz2dv6p Před 2 lety +1

    Thank you for quite informative video!

  • @AmanKumar-jf8hf
    @AmanKumar-jf8hf Před rokem

    Thanks for the simple and nice video.

  • @asiawhite9634
    @asiawhite9634 Před 4 měsíci

    Thank you!

  • @mohanrajmuthusamy6535
    @mohanrajmuthusamy6535 Před 2 lety

    Thank u for choose this content

  • @jaclynlee-g8h
    @jaclynlee-g8h Před 10 dny

    In the workflow setup, if there are two approvers for this approval, how can we ensure that the approvers(both)
    receive the email notifications?

    • @WebSanSolutionsInc
      @WebSanSolutionsInc  Před 9 dny

      @jaclynlee-g8h, On the Approval User setup window, the user's emails need to be populated and if the two users are part of the same Workflow User Group, then they'll both receive the email notification for approval. Hope that helps!

  • @MahadAmjad-uh3ez
    @MahadAmjad-uh3ez Před 2 měsíci

    do we have to setup a the email and must have a microsoft exchange license for notifications, because i didn't got mail of approval

    • @WebSanSolutionsInc
      @WebSanSolutionsInc  Před 2 měsíci +1

      Hi, Yes, both sender and receiver need to have an email setup:
      learn.microsoft.com/en-us/dynamics365/business-central/across-setting-up-workflow-notifications

  • @Kasperandersson
    @Kasperandersson Před 9 měsíci +1

    What do you do when you don't want it to be possible to open a purchase order and be able to adjust it without someone approving it?

    • @WebSanSolutionsInc
      @WebSanSolutionsInc  Před 7 měsíci

      HI @Luke-zr5ew,
      There's nothing native in BC that'll prevent a user from setting a PO status to Open. You would have to build a custom extension to prevent users from approving a PO.