Minimum No. of Approvers

A check for Minimum No. of Approvers can be added on ExFlow Web and also be activated for Import Journal.

In import Journal, Minimum No. of Approvers needs to be added before the document can be created.
For ExFlow Web the check is done for last approver.

Budget Owner added as last approver when working with G/L Budget Control is not included in Minimum No. of Approvers.

Setup Minimum No. of Approvers

Go to: ExFlow Setup --> Doc. Posting Checks

Enter "Minimum No. of Approvers". This will activate a check for last approver in the approval flow. Budget Owner not included.

Go to: ExFlow Setup --> Doc. Creation Checks

To also activate a check for Minimum No. of Approvers in Import Journal, activate "Check Minimum No. of Approvers" in Doc. Creation Checks and add No. of approvers as above.

Go to: ExFlow Setup --> Approval --> Check Minimum No. of Approvers before approving

A check will be made in the Approval Document page or in ExFlow Web, that minimum no. of approvers will be fulfilled, before the last approver approves the invoice.

Workflow for Minimum No. of Approvers

If Check Minimum No. of Approvers is activated for Import Journal, the document cannot be created until Minimum No. of Approver or more is added to the approval flow.

During the approval flow the number of approvers can change. Due to this, a check is done when the last approver approves the document.

If the number of approvers including the current approver is less than in ExFlow Setup, an error is given saying that more approvers must be added before the current approver can approve.

Limitation

When splitting document lines in ExFlow Web with specific approval settings enabled, BC will not calculate the minimum number of required approvers, resulting in approval blocking errors.

This limitation occurs when all of the following conditions are met:

1. ExFlow Setup Requirements:

   • "Always Propose New Approvers" is set to Yes
   • "Check Minimum No. of Approvers before approving" is set to Yes
   • "Minimum No. of Approvers" (under Doc. Post Check) is set to 2 or more

2. Approver Actions:

   • A document line, with two approvers, is split in ExFlow Web by one approver
   • Or, a dimension value change is made that triggers the (new) approval rule
   • or, an approval group is manually added that will also be automatically added by the (new) approval rule

Behavior

When attempting to approve the split line or the entire document, the system displays an error message: ''Dynamics BC: Line [line number] has not the minimum number of approvers(2). Add 1 more approver(s) before approving!''. This error appears even when the line has the correct number of approvers assigned.

ExFlow does not automatically reevaluate approval rules immediately after a line is split. The approval rule evaluation is only triggered during the approval cycle refresh (when approving or proposing new approvers). This causes a discrepancy in the minimum approver count calculation.

Workaround

To resolve this issue when it occurs:

1. Manually add an additional Approver (Approver Group) to the split line
2. The approval flow will then work correctly without displaying the error

Alternatively, trigger an approval cycle refresh by using the "Propose new Approvers" function, which will force ExFlow to reevaluate the approval rules.