Item Approval Workflow Process

Updated on Aug 15, 2024

In order to maintain data integrity, editing certain fields on an item record requires an approval process. The current applicable fields and approvers are below:

Item Card Field	Workflow Name	Approval 1	Approval 2
Description	Description	Rahul	Cait
Replenishment System	Replenishment	Rahul
Discontinued	Discontinued	Cait	Rahul
Kit Item	Kit Item	Rahul	Cait

1. When a user makes a change to one of the above fields, the field modifications will be saved and the user will be presented with the below message.

2. At the same time, an email is sent to the appropriate reviewer notifying them of the request

3. The approver can navigate to their requests in Business Central by searching for 'Requests to Approve'

4. The approver should review the requested change for accuracy and necessity.

5. If approved, select Approve and the change will be applied.

6. If not approved, select Reject and the change will be reverted.

0 Comments

Add your comment

Previous Article SKU Change Process

Next Article Cloud Demo Request Process and Policy

Science Interactive Group Knowledgebase

Item Approval Workflow Process

1. When a user makes a change to one of the above fields, the field modifications will be saved and the user will be presented with the below message.

2. At the same time, an email is sent to the appropriate reviewer notifying them of the request

3. The approver can navigate to their requests in Business Central by searching for 'Requests to Approve'

4. The approver should review the requested change for accuracy and necessity.

5. If approved, select Approve and the change will be applied.

6. If not approved, select Reject and the change will be reverted.

0 Comments

Add your comment

Cross-Departmental Processes & Policies

Other Resources

Item Approval Workflow Process

Heading anchor 1. When a user makes a change to one of the above fields, the field modifications will be saved and the user will be presented with the below message.

Heading anchor 2. At the same time, an email is sent to the appropriate reviewer notifying them of the request

Heading anchor 3. The approver can navigate to their requests in Business Central by searching for 'Requests to Approve'

Heading anchor 4. The approver should review the requested change for accuracy and necessity.

Heading anchor 5. If approved, select Approve and the change will be applied.

Heading anchor 6. If not approved, select Reject and the change will be reverted.

0 Comments

Add your comment

Cross-Departmental Processes & Policies

Other Resources

1. When a user makes a change to one of the above fields, the field modifications will be saved and the user will be presented with the below message.

2. At the same time, an email is sent to the appropriate reviewer notifying them of the request

3. The approver can navigate to their requests in Business Central by searching for 'Requests to Approve'

4. The approver should review the requested change for accuracy and necessity.

5. If approved, select Approve and the change will be applied.

6. If not approved, select Reject and the change will be reverted.