Approvals
2 minute read
Approvals
Approvals are an optional step in Pryme AP Automation. If you choose to use an approval workflow, you must configure and enable it beforehand, as described in Approvals and Workflow Setup. If an approval workflow is not configured, the approval function remains disabled, and the document can only be posted.
To send a document for approval, click on Request Approval on the purchase invoice menu bar.
- Select Send Approval Request for documents requiring approval at the header level, or
- Select Send Line Approval Request for documents needing approval at the line level.
For the document to reach the correct approver, you must assign an approver. This assignment is determined by the workflow configuration setup during the Workflow and Approval User Setup. The configuration uses criteria such as salesperson/purchaser, dimensions, or project number.
The assigned approver will receive an email notification with a link to the Requests to Approve page. This page is accessible through Pending Approval Tile in Business Central.
When the document is awaiting approval, it is shown under the Documents Pending Approval tile.
When the document is approved it is shown under the Purchase Document Approved tile.