Approval Limitations (BC365)
This page is for informational purposes only and should not be used as a guide to make changes to the configuration of your Business Central environment. For support with your Business Central native approval flows, please reach out to your Business Central consultant directly.
Business Central has a native system for creating approvals that may cause issues with the plugin. Approvals can occur at different stages in the lifecycle of an invoice and payment. This page covers the native templates you can use in Business Central and not the custom workflows you can set up.
Approval flows that include releasing Posted Purchase Invoices will not work with the plugin. Other approval flows that impact creating payment records are also likely to cause issues. This is inclusive of flows that require approvals to make postings to the General Ledger, Vendor Ledger or Check Ledgers (if enabled).
Approval flows regarding approving Posted Purchase Invoices prior to purchase may cause issues or delays in being able to create a payment due to the invoice status changing.
Search Workflows in the Global Search Bar and look for any approvals related to Purchase Invoices.
Look to see if the Workflow is enabled and for events related to the invoice being released.
You can do a further check to see whether or not the conditions are specifically for released invoices.
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