Hi Forum,
We are in the process of deploying Dynamics NAV 2013 and I have hit a wall when setting up Document Approval. Here is the process I would ideally like to follow:
- Service Desk take an order from a customer over the phone and raise as a Sales Order in NAV- any customer could end up speaking with any of the 5 Service Desk Operatives.
- Having taken the order the Service Desk Op will "Send Document Approval Request", which will result in automatic approval provided the customer is within their credit limit. However, if they are not within their credit limit, an approval request should be sent to the Accounts Department.
- Anyone in the accounts department should be able to approve the order (or reject it if required).
Although all of our customers have an allocated Sales Rep (which is stored in the "Salesperson Code" field in the customer card) the Sales Rep does not play a part in the approval of the order.
So my questions are:
- Can document approval for Credit Limits be setup to disregard the Salesperson Code at all times (I have a problem whereby the approval request seems to make its way back to the Sales Rep in some cases and I seem unable to leave the Salesperson Code field blank on the order to prevent this).
- Can approval requests be sent to a group/pool of people, any of which can approve the order, rather than going to an individual.
To give some context, we have around 650 regular customersand process roughly 150 orders per day. About 50% of these orders would require approval (it's the nature of the people we deal with).
Personally, I have not developed in NAV before but I have experience in Visual Studio so I'm sure I can follow any advice if you can be patient with me.
Thanks in advance for taking the time to read this. Any help would be gratefully received.
Best wishes,
PG9