When a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval.
Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are ready to start as assisted setup. For more information, see Welcome to Financials.
Note: This functionality requires that your experience is set to Suite. For more information, see Customizing the Dynamics 365 for Financials Experience.