Managing purchases efficiently is about more than tracking spending; it’s also about ensuring the right checks and balances are in place before funds are committed. In Microsoft Dynamics 365 Business Central, that’s exactly what a Business Central approval workflow delivers. By creating clear rules for purchase order approval, you help your organization maintain compliance, control costs, and prevent errors before they happen.
Approval workflows in Business Central are highly configurable, allowing you to define who reviews and authorizes specific transactions based on factors like amount, vendor, or department. For example, you might require a department head to sign off on purchases over $5,000, or route all new vendor approvals through finance before a purchase order is created. This flexibility means the process can adapt to your unique operational needs, rather than forcing your team to work within rigid constraints.
In this guide, we’ll walk through the essential steps to set up a purchase order approval workflow in Business Central, from enabling the feature to customizing approval conditions. Along the way, we’ll highlight best practices to keep your approval process efficient, so that it supports your business rather than slowing it down.