Hello,
We are currently implementing Microsoft Dynamics NAV 2016 for procurement.
Our required approval process for Purchase Orders is the following: 1) the Procurement Officer creates the PO and sends it for approval to the Budget Holder. 2) The Budget Holder approves the PO and sends it for approval to the Country Director. 3) The Country Director approves and sends it to the Finance Check, which is the final approver of the document. 4) If the Finance Check approves, then the document is released.
The problem comes when, in some scenarios, the same user plays the role of Budget Holder and Finance Check. For example our Chief Finance Officer Claire acts as Budget Holder and also does the Finance Check for some purchases. I know this would create a circular hierarchy in MS NAV Approval User Set Up and would be a challenge for implementation.
My questions concerning this are the following:
- Would be possible to set up this approval process using the standard MS Dynamics NAV Document Approval functionality
- I have read that In NAV 2016 approval templates have been replaced by workflows. Will this approval workflow functionality help to implement the approval process defined above?
- Can MS Dynamics NAV 2016 be customized by a Microsoft Certified Partner to implement the process above? Would this customization be very complex or simple?
Thank you in advance for any help or orientation about this matter.