Workflow configuration to ensure tasks are performed appropriately.

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Posted on by PT-01100339-0

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Dear Experts,

I have a requirement from client that, when creating PR, user must be able to input reference price for the budget checking purpose. Since we are using "item" for service, user can not input the price at "Draft" status. I work around by assigning user as workflow's first level. The only one purpose is to ensure before coming to approvers, PR lines must have price.

I try to set up the workflow like this. But there is error as shown below. Are there any advices?

By the way, for "Employee" role with standard duty, can they complete a task in workflow?

Regards,

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Dynamics 365 Supply Chain Management

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CA Vijay Krishna 151 on at

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D365F&O | Workflow configuration to ensure tasks are performed approriately.

Hi

You must remove the loop-back connection and redesign your logic so that all decisions move forward.

Here are two alternative approaches:

Option 1: Split the conditions logically

Instead of looping, create sequential conditions:

Start

↓

Check if Reference Price is Entered?

→ No → Reject / Return to Requestor

→ Yes → Review Purchase Request

↓

Final Approval → End

This way, the workflow validates the price before approval without looping back.

Option 2: Use a “Manual Task” instead of looping

Create a manual step for the requester to verify or enter a missing price:

Start

↓

Task: Requestor verifies price entry

↓

Condition: Is Reference Price Available?

→ No → End (Reject)

→ Yes → Review Purchase Request → End

This avoids a backward pointer while still enforcing price verification.

About Your Role Question

Yes

The workflow assignment policy explicitly assigns the task to that user or role

The user has the “Maintain purchase requisitions” privilege (duty PurchReqMaintain).

If the user only has “view” or “create” rights, they cannot change.

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