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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / workflow- multiple app...
Finance | Project Operations, Human Resources, ...
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workflow- multiple approvers in one department

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Posted on by RJ-14081220-0 138
At present we have workflow and DOA configured based on departmental hierarchy. (Purchase order approval)
Now we have three sub departments in Finance- Tax, Accounting, Treasury.
Requirement is to configure Workflow and DOA in such a way that for TAX-approver is Employee A, For Accounting- Approver B and for Treasury- Approver C.
We have one requestor in the system who reports to person A.
We have only one department - Finance configured in the system.
 
We don't have choice to add more departments, and requestors.
 
Is there any way we can configure this standard way in the system.
Categories:
Dynamics 365 Finance
Microsoft Dynamics AX
I have the same question (0)
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,568 User Group Leader on at
    workflow- multiple approvers in one department
    Hi,
    why you cannot add the sub-departments (department under departments)?
    Or is it you want to change your workflow to Position based hierarchy?
     
  • CA Neeraj Kumar Profile Picture
    CA Neeraj Kumar 4,048 on at
    workflow- multiple approvers in one department
    Hi, 
     
    Before answering this question, i have few queries..
     
    1) As you said - there is one department as "Finance" created in system, what's the identifier as of now for Tax, Accounting and Treasury?

    2) Since you are using departmental hierarchy, is it presently going to Owner defined on the finance department?

    3) The workflow should go exclusively for Tax, Accounting or Treasury department or All in single workflow..
     
    Basis the answer, i will be suggesting the standard way for configuring the same. 

    Regards,
    Neeraj Kumar

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