Overview
Smart Approval enables AI-driven approval workflows in Business Central. It allows users to create approval requests using natural language, apply smart criteria, and automate validation and notifications. The app integrates with standard workflows and supports multiple document types, including sales and purchase documents.
How it works
- Users trigger approval requests from supported documents.
- Smart criteria are applied to determine approvers and approval logic.
- Approval entries are generated for direct, specific, or group approvers.
- Status updates and notifications are automated.
Supported document types
- Sales Order
- Sales Invoice
- Sales Quote
- Sales Credit Memo
- Blanket Sales Order
- Purchase Order
- Purchase Invoice
- Purchase Quote
- Purchase Credit Memo
- Blanket Purchase Order
- Purchase Return Order
Related information: