How log entries and exception logging works for Business Central Delegation

• As an organization when you crack a deal with a client or any business partner, then a lot of documentation and paperwork has to be approved. Such as a purchase document or a consumer card has to be approved by a person of authority in your organization. You have to send an approval request as part of the workflow. Based on how the workflow is arranged, the appropriate approver is then notified that the document needs their approval. 

You set up approval workflows on the workflow page. You must also set up approval users, including any relevant payment limits, on the approval user setup page.  This process can work for both sales and purchasing. In the Peritos Delegation app we take into consideration a configuration option for the user to select if exception logging is to be enabled. 

If the configuration option Delegation log entry was enabled then the delegation option whenever used would check the  approval user setup page and would check 2 entries 

1. Any new delegation requests done should be delegated to same or higher level approver

2. Any approvals done should be within the approval limit of the user defined in the approval user setup page. 

 If any of the above condition is not met then an entry is recorded in the Workflow delegation log table and marked as an exception of either type approval or delegation.

Whenever the extension is used for managing or automatically processing the delegations, then an entry gets created in the system which tells you who delegated to whom and what was the approval limit and order value. Let’s understand stepwise how the log Entries are created and how exception logging works. 

• If user limit is 3000 for purchasing and a Purchase order of amount 3500 is sent for approval or via delegation it would be makred as exception as seen on the image above
  

Hope the above-mentioned information was helpful and relevant for you to understand the process of how the log Entries are created and how exception logging works in Business Central Delegation custom app developed by Peritos

If you would like to see it in Action please get in touch and one of our friendly staff would be happy to help you.