Acumens Document Approvals Management (NA)
Enhances Business Central approvals with dynamic approval levels, alternate approvers, mandatory comments, attachments, and custom notifications.
For Microsoft Business Central and Dynamics Nav
The Acumens Document Approvals Management (NA) is a robust solution for Microsoft Dynamics 365 Business Central that the document approval process across various key granules. This application aims to streamline and optimize approval workflows for critical business transactions. The granules covered include.
Dynamic Approval
It complements the approval sequence by giving a more user-friendly use of approval levels
Alternate Approvers
More than one approver can be defined per approval level
Mandatory Approval
Approval Comments and Attachments have been mandatory
Acumens Document Approvals Management (NA)
Dynamic Approval Levels: This feature extends the standard Business Central Workflow User Group sequence by providing up to four user defined approval levels. It complements the approval sequence by giving a more user-friendly use of approval levels.
Alternate Approvers: More than one approver can be defined per approval level. These approvers can all be mandatory or optional, the system allows for that flexibility.
Mandatory Approval comments and Attachments: Approval Comments and Attachments have been mandatory before the documents are submitted for approval
Allow shipping/receipting before Approvals: This feature allows for shipping or receipting items before the approval process unlike the standard approval where the approval process must be complete before shipping or receipting.
User Defined Notifications: Approval notification method, i.e. Note or email or both, can be defined per user.
These features have been implemented for
Standard Business Central does not support dynamic approval levels. Acumens Document Approvals introduces this functionality, enabling multiple approval levels per document. Each level can include several approvers, configured as either:
This makes the approval process more flexible and adaptable to different organizational needs.
Standard Business Central does not provide a native mechanism to define approval tolerances for purchase orders. Any change in the purchase order amount, even minor adjustments, can trigger a full re‑approval process, leading to unnecessary workflow interruptions.
Acumens Document Approvals introduces Purchase Amount Approval Tolerance, allowing administrators to set tolerances either globally (fixed amount or percentage) or at the vendor level. Vendor‑specific tolerances override global settings, ensuring that small, routine changes don’t disrupt approvals while still maintaining control where stricter vendor rules apply.
