Workflow decision based on financial dimension in Microsoft Dynamics 365 for Finance and Operations

In series of blog posts will discuss different scenarios of decision routs based on financial dimensions. The financial dimension could be used to identify the approver, for example vendor invoice approval for specific goods or service need to be routed to the respective department manager. Let’s assume the business process requires to identify the department as a financial dimension on vendor invoices, and business process requires to use workflow to route the vendor invoice to particular user for approval.

The following diagram illustrates the mapping of this requirement to Microsoft Dynamics 365 for Finance and Operations; design a workflow of which  a decision steps to route the workflow path. The workflow engine should have batch job to ensure processing the workflow steps and assign the workflow element to the defined approver.

In order to create vendor invoice workflow, go to Accounts payable| Setup| Accounts payable workflows. Add a decision step, and identify the two mandatory steps, True or False to identify the following steps for each condition, as shown in the following screen shot.

Set the condition based on Financial dimension field, in this demonstration the workflow condition will check if the Department equal IT Department (025), as shown in the following screen shot.

If the financial dimension in the vendor invoice document is IT Department, this represents True decision. Then the document will be assigned to IT Department owner.

If the financial dimension in the vendor invoice document is NOT IT Department, this represents False decision. Then the document will be assigned to General manager for example.

In the course of vendor invoice transaction, the selected department is 025 IT Department, the workflow engine will evaluate the decision step as True.

Finally assign vendor invoice to IT Department owner (manager).