Supported Document Types
Smart Approval supports approval workflows across a wide range of Business Central document and record types. Each type can be independently enabled and configured with its own set of criteria.
Document Types by Category
Sales & Marketing
| Approval Type | Description |
|---|---|
| Sales Order Smart Approval | Approval workflows for sales orders |
| Sales Invoice Smart Approval | Approval workflows for sales invoices |
| Sales Quote Smart Approval | Approval workflows for sales quotes |
| Sales Credit Memo Smart Approval | Approval workflows for sales credit memos |
| Blanket Sales Order Smart Approval | Approval workflows for blanket sales orders |
| Customer Smart Approval | Approval workflows for customer records |
| Item Smart Approval | Approval workflows for item records |
Purchase & Payables
| Approval Type | Description |
|---|---|
| Purchase Order Smart Approval | Approval workflows for purchase orders |
| Purchase Invoice Smart Approval | Approval workflows for purchase invoices |
| Purchase Quote Smart Approval | Approval workflows for purchase quotes |
| Purchase Credit Memo Smart Approval | Approval workflows for purchase credit memos |
| Purchase Return Order Smart Approval | Approval workflows for purchase return orders |
| Blanket Purchase Order Smart Approval | Approval workflows for blanket purchase orders |
| Vendor Smart Approval | Approval workflows for vendor records |
Finance
| Approval Type | Description |
|---|---|
| General Journal Batch Smart Approval | Approval workflows for general journal batches |
| General Journal Line Smart Approval | Approval workflows for individual general journal lines |
Integration
| Approval Type | Description |
|---|---|
| Incoming Document Smart Approval | Approval workflows for incoming documents |
Administration
| Approval Type | Description |
|---|---|
| Job Queue Entry Smart Approval | Approval workflows for job queue entries |
Enabling a Document Type
- Open Smart Approvals from the Tell Me bar.
- The list displays all types organized in a tree-view by category.
- Click on the row for the document type you want to configure.
- On the Smart Approval Card, add criteria and toggle Enabled to activate the workflow.
When you enable an approval type, the app automatically creates the corresponding workflow in Business Central's Workflow engine. Disabling it deactivates the workflow.
Page Extensions
When a document type is enabled, Smart Approval adds the following actions to the corresponding document pages (both the card and list views):
- Verify Document — run pre-approval validation against smart criteria
- Smart Approval Criteria — view the criteria that were applied to this document
- Send Smart Approval Request — initiate the approval workflow
These actions are visible only when the corresponding Smart Approval type is enabled.
Related information: