Workflow framework

The Workflow framework gives you full control over how documents and changes move through your organisation before they are finalised. Built directly into Business Central, it allows you to define approval flows that match the way your business actually works — across departments, between managers, or through any sequence of steps you need.

Use it to approve documents such as purchase invoices or sales orders, or to control changes to any table record in Business Central. If a field value changes on a customer record, for example, you can require that change to be reviewed and approved.

Workflows can involve multiple approvers in sequence or parallel. A purchase invoice might go to a department manager first, then to finance, and finally to a senior manager for sign-off. Each step is tracked, and nothing moves forward until the right person approves it.

The framework is equally useful for managing processes that span multiple departments. Creating a new customer or vendor, for example, can be handled as a structured workflow — starting with finance to set up payment terms, passing to logistics for delivery details, and ending with a final approval from management. Every step is documented and auditable.