NVXEAW Extended Approval Workflow

The app adds flexible approvers, roles, and automatic delegation to the approval workflow.

Current Version: 1.1.20.0 as of Business Central 23.

☰ Contents

General

• App Extended Approval Workflow
  The app enhances the approval workflow with added functionalities for managing approval administrators, flexible definition of approvers, and delegation rules. It enables more customized approval processes and automated handling during absences, improving workflow efficiency and flexibility...

Setup

• Extended Approval Workflow Setup
  In this table the standard setup for the Extended Approval Workflow is carried out...
• Sales & Receivables Setup
  On the page Sales & Receivables Setup the following fields and actions were added...
• Purchases & Payables Setup
  On the page Purchases & Payables Setup the following fields and actions were added...
• Approval User Setup
  In the Approval User Setup a new field Limited Approval Administrator has been added. If this field is active, the user can also track other approval processes on the documents. However, he cannot delegate them...
• Approval Role
  On this page, settings can be made to configure the composition of each role. This ensures that the roles can be individually defined...
• Approval Steps
  The Approval Steps is a dedicated table for defining specific approval steps e.g. the approval chains...
• Approval Role Mappings
  This page will allow setting up which persons (a single user or a group of users) will be the approvers for which role including the definition for which company and furthermore for which record this definition should be valid...
• User Absences
  This page enables the definition of which User is absent in which time frame...
• Approval Substitutes
  This page enables the general definition of which User or Workflow User Group substitutes a specific User, either general or dependent on time frame, Approval Role or Workflow Code...

Tasks

• Document specific approval workflows
  In BC Standard, it's not possible to setup an Approval Workflow which fetches the required approvers directly within the purchase / sales document...
• Deleting Workflow User Groups
  Once the approval process is completed the assigned Workflow User Group are automatically deleted...
• Delegate new/existing approval entries
  When creating an approval request with the standard function “Send Approval Request”, BC checks if an approval user is absent (due to table “User Absences”) at the time when the approval request is created. If so, the approval request is directly delegated to the substitute(s) due to the definition in table “Approval Substitutes”...
• Delegate approval entries back
  The function delegate back got added to the page Approval Entries...
• Date check user absences
  A check is carried out in the User Absences table to see whether there is a substitute for the selected user in the time period (i.e. at the FIRST day of absence if this day is in the future OR TODAY, if first day of absence is in the past). If a substitute is entered, a check is carried out to see whether this substitute is available or absent in the selected time period. If the user is also absent at the same time, the system checks whether the registered substitute is present...
• Creation of approval entries
  If Approver Type = “User”: User assigned in Purchase/Sales Header field “Approver Code”...
• Reject Approval Entry
  If an Approval Entry is rejected and the field Approval comment is mandatory at reject from the Purchases & Payables Setup is activated an approval comment must be entered...
• Approve Approval Entry
  When an open Approval Entry is approved, the Approval Method is checked...
• Send only Notification
  It is not allowed to approve / reject an Approval Entry with “Only Notification” = YES (thus, it must not be shown on the “Requests to Approve” page)...

Reports and Analysis

• Set is absent
  The report is a processing only report without printout...
• Automatically delegate existing Approval Entries
  The report is a processing only report without printout...

Appendix

• Release Notes