Checking Approver Limits for Business Central Delegation

As you plan the delegation of work and start creating workflows that involve approval measures, you must set up the workflow users who are engaged in approval processes. On the Approval Limits User Setup page, you can also set the amount limits for a specific type of proposal and define substitute approvers to whom approval recommendations are delegated when the original approver is absent.  

Delegation works only when you have a substitute assigned which is going to act as a delegate when the standard delegation button or our Custom app logic is invoked. 

While creating the process, you will see a simple setup and find all the users who can either submit or approve a purchase quote/ invoice and their direct supervisor or manager. In this case, we have got an amount limit and it goes up the chain until it reaches a user that has the approval limit. 

For example –

• For a $20,000 quote, suppose Approver A only has a $3,000 limit but if you have setup approvals to go to Approver A system would not stop the task from being approved but Peritos Configuration would flag this as an exception 
• If approval A is now out of office Peritos configuration allows the out of office start and end date to be maintained. When an approval request is sent for approval to Approver A it gets assigned via a Batch job run to Approver B as the substitute. Here system checks if the substitute has a same or higher limit if not then delegated task would be logged as an exception as well 
•  Example refer screenshot below
  • user1.test has a Sales and purchasing limit of 8000 and 6000
  • User2.Test has a sales and purchasing limit of 5000 and 3000
  • User1.test has user2.test as its substitute so anything above 3000 going to User2.test is an exception

You do have a little checkbox for an Admin. This can be your accounting person, a manager, or your controller. This person is the administrator of approvals – someone who can review the history, and the audit trail of all the approval entries, look at what’s outstanding, and delegate. Only one person can have this checkbox. If you want to give somebody temporary access, you can uncheck the existing user and check another user. 

Stay tuned for our next blog post on ‘Release Note’ in Business Central Delegation as we add new features and create a more robust solution to manage workflows.