Where a document or action meets criteria to initiate a workflow request for approval for that document (eg a purchase order) or action, by a higher authority, then it should not be possible for the user to take any further process steps until that approval has been granted. For example, it should not be possible for a user to print off (and potentially send to a supplier) a purchase order where the purchase order is still awaiting approval.
This thread gives detail https://community.dynamics.com/business/f/758/t/249863 .
I've recorded this idea in category 'other' as it probably relates workflows in areas other than just purchasing (for example sales quotes with a value over £5,000 might need approval by the sales manager).
Comments
Fully agree. I've had to extend BC so that it throws an error if a user tries to do this.
The whole idea of approvals is to stop documents going out to Vendors / Customers.
Sending a PO to a vendor when management have not approved it yet is a serious flaw.
Category: General
This is a major gap in the approval functionality. The primary objective for getting documents approved is to avoid them being distributed before approval. When approvals are in place and a document (purchase or sales) falls in the criteria, printing/emailing should be blocked until the approval is processed.
Category: General
Absolutely agree. A user should not be able to print/electronically send a Purchase Order or Sales Order Confirmation if document approvals are required.
Category: General
Business Central Team (administrator) on 4/28/2023 9:26:56 PM
Hi Malcolm,
Thanks for the suggestion. The workflow system does provide some restrictions for the pre-defined workflows, but we'll look at allowing for additional document restrictions in a future product release.
Thanks!
Jared Hall
Microsoft