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Note: You must set up an approver before you can set up users who require that approver's approval. Therefore, you must set up yourself before you set up AliciaUser A.
3. Set up the two approval users by filling the fields as described in the following table.
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Choose the search icon, enter Workflows, and then choose the related link.
On the Workflows page, select Actions, then select New, and then choose the New Workflow from Template action.
On the Workflow Templates page, select the workflow template named Purchase Invoice Approval Workflow.
The Workflow page opens for a new workflow containing all the information of the selected template. The value in the Code field is extended with -01 to indicate that this is the first workflow that is created from the Purchase Invoice Approval Workflow workflow template.
On the header of the Workflow page, select the Enabled check box.
Using the Purchase Approval Workflow
Use the new Purchase Order Invoice Approval Workflow workflow by first signing in to Business Central as Alicia User A to request approval of a purchase invoice. Then sign in as yourself, view the note on the Role Center, follow the link to the approval request, and then approve the request.
To request approval of a purchase
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invoice, as User A
Sign in as Alicia User A.
Choose the icon, enter Purchase OrdersInvoice, and then choose the related link.
Select the line to open Purchase Order Invoice 106001.
On the Purchase OrderInvoice page, choose Actions, then Request Approval, and then choose the Send Approval Request action.
Notice that the value in the Status field has changed to Pending Approval.
To approve the purchase
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invoice, as User B
Sign in as User B.
On the Role Center, in the Self Service area, choose the Requests to Approve tile.
On the Requests to Approve page, select the line about the purchase order invoice by Alicia User A, and then choose the Approve action.
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