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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Please advise PR workf...
Finance | Project Operations, Human Resources, ...
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Please advise PR workflow for different entities

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Posted on by J_Lee 270
There has 2 PR lines present in a sing PR.
 
1 line : USMF
2 line : DEMF
 
These 2 entities have different PR approval workflow.  Please advise which workflow will be proceeded when submission.
 
Categories:
Dynamics 365 Finance
  • Verified answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,308 Super User 2024 Season 1 on at
    Please advise PR workflow for different entities
    Hi J. Lee,
    It is an Global workflow, but you can still direct to  have multiple workflows adding condition to limit a specific workflow to a specific LE. 
     
    Best would be to limit the PR so that all lines are withing a single LE and then limit the application of the workflow to specific entity by adding the condition below on the Activation.  The Legal entity on teh header is for Project PurchReq, so that wont do; you'd need to use the Legal Entity on the PR line but that assumes that all the lines have the same LE.  The system evaluates the first line and will use this workflow ID for the whole PurchReq, which is why it would be better to have 1 legal entity for all PR lines.  Like this you could have mutliple workflows for mutilple LE.
     
     
    If you must allow different LEs for different lines then you'd need to use PurchReq Line workflow so that each line follow its own flow. 
     
     
    Again you can have multiple Line workflows that uses a different path specific for the buying legal entities.  When adding the PurchReq line workflow, you can would add conditions to use specific workflows for specific LE, like below. On the workflow tab, you would indicate which line workflow id is to be used. 
  • J_Lee Profile Picture
    J_Lee 270 on at
    Please advise PR workflow for different entities
    Hi,
     
    Does it mean that PR cannot define the approval workflow based on the buying entities?
     
    Thank
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,695 Super User 2024 Season 2 on at
    Please advise PR workflow for different entities
    Hi,
     
    You can configure workflow based on Organization wide association, not entity based. 
     
    Check the following link : dynamics-365-finops-workflow-company.html
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

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