Can I assign approver at each PO line?

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Posted on by CU23091914-1

Hi All,

I have 2 questions:

1. If I have multiple PO lines, can I assign the approver for each PO line?

2. If the 3-way or 2-way matching failed, can the WF route to the same approver at the PO line level? Basically, any approver is assigned to approve at the PO line also the approver at the invoice matching failed.

Is this possible? If yes, how to set it up? Thanks so much!

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Dynamics 365 Finance

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Giorgio Bonacorsi 1,201 on at

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Hello,

Since you're working with the vendor invoice document, use the "Vendor Invoice Line" workflow.
If each invoice has only one line, that fits our requirements. However, approval logic is usually based on the vendor + item combination it sould be the right approach:

Regarding your second question: You can approve the line using the workflow.
The dismatching is handled by a separate process. You can see this excellent article: https://www.linkedin.com/pulse/vendor-invoice-matching-d365fo-hylke-britstra-ppipe/

Thank you,

Giorgio

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