Approval Actions on Budget Entry Requests
- 31 Dec 2024
- 1 دقيقة للقراءة
- المساهمون
- طباعة
- داكنفاتح
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Approval Actions on Budget Entry Requests
- تحديث في 31 Dec 2024
- 1 دقيقة للقراءة
- المساهمون
- طباعة
- داكنفاتح
- PDF
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When a budget entry workflow is assigned to you as an approver, you will receive a notification in the Action Center. Click on the arrow next to the notification, then click View to access the request page.
Alternatively, you can follow the steps below to access the request and take action:
After logging in, you will be on the Dynamics 365 home page. On the left-hand navigation pane, click Modules.
Click on Common module.
Under Work Items, select Work items assigned to me.
In this module, a screen displaying a list of all requests assigned to you will appear. Select the specific request to view its details.
Note:
Approvers can only view and take action on their own budget entry requests.
Review the details of the budget entry request. After reviewing, click on “Workflow”, then select "Approve".
Enter your comments if any, then click "Approve".
Note:
If you are not approving, you can take the following actions:
- Reject: If the entered budget data is incorrect or invalid, click “Reject” and provide a reason in the comments box.
- Request Change: If modifications are needed, click "Request Change" and specify the required updates in the comments box. This will send the workflow back to the requester for revisions and corrections.
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