Approval Workflows in Planning Worksheet
Business Central version 28 adds approval workflow support to planning, requisition, and subcontracting worksheets at the batch level, allowing managers to review and approve suggested actions before they become real purchase orders or production orders. This feature prevents costly mistakes when planners carry out planning suggestions and addresses compliance requirements for segregation of duties.
post Olof Simren
"Approval workflows have been extended to the requisition and planning worksheets."
Key points
- Once a requisition, planning or subcontracting worksheet batch is sent for approval, its lines cannot be inserted, changed or deleted, and the batch stays locked until the request completes or is canceled
- Approvers handle the whole batch at once and can approve, reject or delegate it; a rejected batch returns to the planner with comments for rework
- Approval is batch level only, so splitting MRP runs into several batches (by location, product type or planner) keeps approvals manageable
- Setup uses the Requisition Worksheet batch approval workflow template on the Workflows page, with status tracked on Approval Entries and Power Automate support available
Quotes
- “Approval workflows have been extended to the requisition and planning worksheets.” (This is the core capability addition that closes the gap for internal controls on planning decisions that were previously impossible to enforce.)
- “You can’t insert, modify, or delete requisition or planning lines while an approval request is active.” (This mechanism ensures the approver reviews exactly what was submitted and prevents scope creep during the approval process.)
AL objects mentioned
As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.
- page 99000852 “Planning Worksheet”
- page “Requisition Worksheet”
- page 99000886 “Subcontracting Worksheet”
- page 658 “Approval Entries”
Not found in BC28-30: page “Requisition Worksheet”.
Context
- Features: Approval workflows for planning worksheets, Batch-level approval locking, Workflow status display on worksheet pages, Approval actions (approve, reject, delegate), Power Automate integration for approval routing, Workflow templates for requisition worksheets
- Versions: 28
Source: Olof Simren, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.