Approvals Setup

It is best to use assisted setup.

Information

Name	Description
Approval workflow exists	The system automatically suggests the answer "Yes", which means that the approval workflow has been imported into the system.
Approval workflow is enabled	The system automatically suggests the answer "Yes", which means that the approval workflow has been enabled in the system.
RdN workflow category	The default value is PURCHDOC.
Create approval response exists	The default value is "Yes".
Send for approval response exists	The default value is "Yes".
Approve approval workflow response	The default value is "Yes".
Reject approval workflow response	The default value is "Yes".
Reject on approval workflow response	The default value is "Yes".
Warning on empty lines	It is possible to receive a warning before an invoice is sent for approval if a line has empty values. The default value is "No".
Unlinked image folder	Specify the folder from which the system should retrieve scanned documents to import into Microsoft Dynamics 365 Business Central.
Use client folder	Select this field if a folder on the client machine should be used instead of a folder on the server.
Approval email address	Define the email address from which Approvals should send emails. If this field is left blank, no emails are sent from Approvals.
Send email on approval request	If this field is selected, the approver receives an email notification when an approval request is sent.
Send email on approval	If this field is selected, an email is sent to the approver for each invoice that is sent for approval.
Send email on rejection	If this field is selected, an email is sent to the bookkeeper as soon as an invoice is rejected.
Store comments in RL notes	It is best to select this field so that comments entered during the approval process are stored in Notes on the purchase invoice.
Force comment on rejection	Select this field to require users to enter a comment when rejecting invoices.