Learn how to easily delegate an approval request in Microsoft Dynamics 365 Business Central to a substitute approver and prevent delays in the approval workflow. Discover the key steps to set up and manage approval requests efficiently.
Table of Contents
Question
Your company has recently implemented an approval workflow for purchase documents.
You need to ensure that if an approver is unavailable, the approval request can be delegated to a substitute approver to prevent any delay in the workflow.
What should you do? Each correct answer presents part of the solution. Choose 3.
A. Choose the Delegate action on the Requests to Approve page.
B. Cancel the approval request and create a new one for the substitute approver.
C. Set up a designated substitute, the direct approver, or the approval administrator as the substitute approver.
D. Change the status of the approval request to Canceled.
E. Use the Send Overdue Approval Notifications function.
F. Ensure that a notification to approve the request is sent to the substitute approver.
Answer
A. Choose the Delegate action on the Requests to Approve page.
C. Set up a designated substitute, the direct approver, or the approval administrator as the substitute approver.
F. Ensure that a notification to approve the request is sent to the substitute approver.
Explanation
To delegate an approval request to a substitute approver, you need to choose the Delegate action on the Requests to Approve page. You also need to set up a designated substitute, the direct approver, or the approval administrator as the substitute approver. A notification to approve the request is then sent to the substitute approver. Canceling the approval request or changing its status to Canceled does not delegate the request to a substitute approver. The Send Overdue Approval Notifications function is used to remind approval workflow users of overdue approval requests, not to delegate approval requests.
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