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Wednesday, June 14, 2017

How to Set Up Sales Approvals Workflow in Microsoft Dynamics NAV 2016

1.      Firstly go to Approval User Setup and set the user ,approver ID , salesperson/Purchaser code, and email ID in front of approver ,also limit of amount if you wish to

2.      Then we got to Workflow template and select Sales Order Approval Workflow and click “New workflow from template”
3.      And then put Enabled option as True.
4.      Check in the Workflow if it is Enabled or not.



5.      Then we will go to Job Queues and select Code NOTIFY à Edit à Click on Start job Queue àSelect on this NAS Computer à Start on This NAS Instance.


6.      Specify the Notification Template in Notification Setup.
7.      Then we will go to SMTP Mail Setup and in USERID put your ID and password respectively.
8.      Then Create new Sales Order with the same Salesperson Code as assign in Approval Setup and Amount as well and then click on Send Approval request button.



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