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, When a order has the dimension selected as CC1-D01-A01 and if the value is less than 15k the approval must route to Mr.A. Same as this we have multiple combinations over the financial dimensions that must be assigned to different users in the requirement.

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 49,204 User Group Leader on at

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Requirement on workflow based on ''Financial Dimensions''

Hi,

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

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