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Requirement on workflow based on ''Financial Dimensions''

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Posted on by Vijitha

Hi Everyone,

We have a requirement of setting up a workflow which must be assigned to an approver based on financial dimensions and value of the order.

Below table is shown for your reference.

				0 > INR <= 15k	15 > INR <= 50k	50 > INR <= 250k	250 > INR<= 1M
Cost centre	department	Activity	Financial dimensions	1st approver	2nd approver	3rd approver	4th approver
CC1	D01	A01	CC1-D01-A01	Mr.A	Mr.B	Mr.C	Mr.D

As an example, We have a order that has a financial dimension selected as CC1-D01-A01 and if the value is less than 15k the approval must route to Mr.A
But in our case defining the workflow conditions to check the dimension combination would be difficult because we have around 300 combinations as above example and keeping all of them in the workflow conditions would be complex to manage.

So If someone has any prior experience with the standard process or customization with the same kind of requirement kindly share your thoughts.

Thanks & Regards,
Vijitha P

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Dynamics 365 Finance

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

Is this a standard workflow or a custom workflow? If standard which workflow?

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Vijitha 40 on at

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Hi Sohaib,

Our requirement is for purchase requisition process and we are trying to see if we have any option in standard workflow.

Regards,

Vijitha P

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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Hi Vijitha,

Can you explain if this is related to approval of customer or vendor orders or maybe vendor invoice approvals?

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

you can make use of signing limits https://www.linkedin.com/pulse/purchase-req-workflow-approvals-based-signing-limits-hierarchy-varma

If that does not fits your needs, you can put manual conditions, workflow allows the use of conditions.

Looking at you requirement, because you have needs to route the workflow to different person based on Financial Dimensions, so signing limits may not be the best fit for you. However, I will suggest to you read it, and get back to us with any questions.

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Vijitha 40 on at

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Hi Andre,

This workflow requirement is for the purchase requisition process

Regards,

Vijitha

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Vijitha 40 on at

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Hi Sohaib,

Thanks for sharing the link. I will go through it and get back for further queries.

Regards,

Vijitha

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Vijitha 40 on at

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Hi Sohaib,

I have reviewed the link and that is mainly to define the approval limits for individuals. My main problem is that we have approvers for each dimension combination.

Example:

Cost center1-Department1 requires approval from Approver1

Cost center1-Department2 requires approval from Approver2.

It would be difficult to manage by configuring the workflows and define the condition to check each combinations because we have around 300 financial combinations. Please suggest if you have any further ideas.

Regards,

Vijitha

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

you can use manual conditions, using routes of True/False

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Santosh Durgam 448 on at

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Hi Sohaib,

I am from Vijitha's team. You are right that we can set up the conditions in the workflow to check the department and cost center combination, but we have many such combinations, and that's difficult to maintain for the future.

We're considering creating a custom table that allows us to define approvers by department and cost center combination. Then, customize the workflow to leverage this custom table to identify the approvers.

@André Arnaud de Calavon - Andre, please advise if you have any prior experience with similar requirements. Let us know if you need any further details.

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

with a custom table you have to develop something called Custom Workflow Participant Provider

and that will do all the custom logic.

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