💁Agenda of the Video▶️: Delegate Approval Requests, using Approval Entries (Page)...
➡️The following Task is Performed by an Approval User with Approver Rights.
📍Hint: Environment, On-Premises Business Central (IN Business Central, Version 14.5).
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✅To prevent records from piling up or otherwise blocking the workflow, the approver and the a
Approval Administrator can Delegate an Approval Request to a Substitute Approver. ✅The Substitute can either be a Designated Substitute, the Direct Approver, or the Approval Administrator, in that order of priority.
✅We typically use this feature if an Approver is Unavailable or Unable To Approve Requests before the due date.
✅Click on the Search icon that opens the Tell Me feature, and enter "Requests to Approve", then select the related link.
Here, try to select one or more lines of approval requests you want to delegate to a substitute approver, then choose the Delegate action.
✅A Notification, "To Approve the Request" is sent to the "Substitute Approver".
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#microsoftdynamics365businesscentral #microsoft365 #dynamics365businesscentral
➡️The following Task is Performed by an Approval User with Approver Rights.
📍Hint: Environment, On-Premises Business Central (IN Business Central, Version 14.5).
------
✅To prevent records from piling up or otherwise blocking the workflow, the approver and the a
Approval Administrator can Delegate an Approval Request to a Substitute Approver. ✅The Substitute can either be a Designated Substitute, the Direct Approver, or the Approval Administrator, in that order of priority.
✅We typically use this feature if an Approver is Unavailable or Unable To Approve Requests before the due date.
✅Click on the Search icon that opens the Tell Me feature, and enter "Requests to Approve", then select the related link.
Here, try to select one or more lines of approval requests you want to delegate to a substitute approver, then choose the Delegate action.
✅A Notification, "To Approve the Request" is sent to the "Substitute Approver".
-------------------
#microsoftdynamics365businesscentral #microsoft365 #dynamics365businesscentral
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