Question
You are implementing Dynamics 365 Business Central.
The accounting manager wants to set up a complete Purchase Document Approval system with an approval hierarchy that meets the following requirements:
- Sara processes all purchase orders. Any purchase orders that Sara processes must be approved.
- Michelle can approve purchase orders up to $10,000.
- Shawn can approve the orders up to $50,000.
- Purchase orders above $50,000 must be approved by Remy.
You need to create the hierarchy.
Which hierarchy setup should be used for each limit?
Explanation
In approval user setup each user points to the next approver in the chain, and amounts above a user's limit escalate to that approver. For Unlimited, Remy is the top of the hierarchy, so Remy is set up with unlimited approval and no approver above him. For Purchase orders up to $50,000, Shawn has a $50,000 limit and escalates to Remy for anything larger. For Purchase orders up to $10,000, Michelle has a $10,000 limit and escalates to Shawn. For Everything must be approved, Sara's orders always require approval, so Sara is an approval user whose approver is Michelle, the first level of the chain.
