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Microsoft office purchase order templates how to#

On the Workflows page, select Actions, then select New, and then choose the New Workflow from Template action. To create and enable a purchase order approval workflowĬhoose the icon, enter Workflows, then choose the related link.

Microsoft office purchase order templates how to#

Learn more at Specify When and How to Receive Notifications. Optionally, add a workflow response step to notify the sender when their request is approved or rejected. Leave the existing workflow steps unchanged, and then enable the workflow.

On the Notification Schedule page, in the Recurrence field, select Instantly.Ĭreate the purchase order approval workflow by copying the steps from the Purchase Order Approval Workflow template.

On the Notification Setup page, choose the Notification Schedule action.

In the Notification Method field, choose Note.

On the Notification Setup page, in the Notification Type field, choose Approval.

On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action.

Approval notifications can also be sent by email, and you can add a workflow response step that notifies the sender when a request is approved or rejected. In this walkthrough, the user is notified by an internal note about requests to approve. Set up the two approval users by filling the fields as described in the following table. That means you must set yourself up before you can set Alicia up. You must set up an approver before you can set up users who require that approver's approval. On the Approval User Setup page, choose the New action. To set up yourself and Alicia as approval usersĬhoose the icon, enter Approval User Setup, and then choose the related link. Set up your approval rights and specify how and when you're notified of approval requests. When signed in as yourself, set up Alicia as an approval user whose approver is yourself.

Learn more at Create Users According to Licenses. The other user, yourself, will represent Sean. Usersīefore you can set up approval users and their notification method, you must make sure that those users exist in Business Central: One user will represent Alicia. Sean then signs in as themself, sees the note in the Role Center, follows the link to the approval request for the purchase order, and approves the request. To test the approval workflow, Sean signs in to Business Central as Alicia and then requests approval of a purchase order. Finally, Sean creates the required approval workflow as a copy of the existing Purchase Order Approval Workflow template, leaves all existing event conditions and response options unchanged, and then enables the workflow. Sean then gives themself unlimited purchase approval rights and specifies that they'll receive notifications by internal note as soon as a relevant event occurs. The other is Sean themself, representing Alicia's approver. One is Alicia who represents a purchasing agent. Sean is a super user at CRONUS and creates two approval users. Receiving a notification and then approving the request (as Sean).Requesting approval of a purchase order (as Alicia).Modifying and enabling an approval workflow.Setting up notifications for approval users.

This walkthrough is a scenario illustrating the following tasks: Requesting and granting approval to create new records are typical workflow steps. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks.

You can set up and use workflows that connect business-process tasks performed by different users. Learn more at Use Business Central in an Automated Workflow. Note that although they are two separate workflow systems, any flow template that you create with Power Automate is added to the list of workflow templates within Business Central. In addition to the Workflow functionality within Business Central, you can use Power Automate to define workflows for events in Business Central.