How can signing limits set in D365 be imported to Dooap? Is it possible to set approval limits in Dooap based on the signing limits in D365?
In D354 it is possible to set signing limits which can be imported to Dooap as approval limits for the users. Approval limits determine which invoices a user is authorized to approve. If an invoice exceeds the set limit for the company and invoice type, the user cannot be an approver for that specific invoice.
To activate this feature, please contact us via email support@dooap.com.
Configuration in D365
Signing limits are managed within D365 and are associated with specific jobs.
How to set up signing limits
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In D365, navigate to the Human Resources module.
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Link each user to a worker record.
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Assign each worker to a position, which is tied to a job.
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Define the signing (approval) limits at the job level.
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These limits will apply to Invoice document types in D365.
Configuration in Dooap
How to set up approval limits
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In Dooap, navigate to Admin > Users > Select a user > Approval limits.
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Assign approval limits to each user who will be a part of the approval workflow.
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Dooap automatically retrieves the approval limits from D365 and applies them to all active invoice types within the company code.
Important details
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Accounting currency only: Only limits maintained in the company’s accounting currency are imported.
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Overlapping limits: If D365 contains overlapping limits across different policies, Dooap will always import the higher limit.
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Nightly updates: While you can make temporary changes to approval limits in Dooap, these will be overwritten by the nightly import from D365.
Important Note: Approval limits will be removed for all users not included in the Signing Limits policy in D365. This also applies if any prerequisites are not met.
In Dooap, imported limits are displayed in black, while manually overridden limits are shown in blue.
