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Hi everyone,
I’m seeking functional design guidance for setting up Financial Delegation of Authority (FDOA) and approval workflows in the Accounts Payable module of D365FO.
I’d like to know:
If you’ve implemented FDOA for AP workflows, I’d appreciate any examples, configuration pointers, or lessons learned.
How to define and configure approval hierarchies in line with business approval limits.
Best practices for vendor invoice (PO and non-PO) workflow design.
Managing delegations and escalations in line with financial authority rules
Tips to ensure workflows remain maintainable and auditable as business rules change.
Make sure to collect detailed business approval hierachy, and limits.
Use Signing limit to define spending limit and approval limit instead of hardcoding in conditions of workflow.
Define conditions for approval node and steps inside it instead of conditional decision everytime.
Use Managerial hierarchy to define the reporting manager and levels.
Use Configurable hierarchy to define the different reporting manager based on requirement.
Use Auto-posting option in Vendor invoices approval workflow.
Avoid using the User id directly in assignments, instead of it, use user group or security roles as per requirement.
Define Email templates for notifications. Provide link for approve, reject and link to open the "work items assigned to me" page in D365 FO through email.
Define proper submission instructions and work item instructions with detail placeholders inside it, so that approver can have proper details during approval.
If requirement is to send parallel approvals, it must be setup instead of sequential flow for approvals. It reduces lot of time in approval, so analyse this for sure.
Set the due date for approvals, if not approved, then escalation path with auto-approval or rejection.
Also set the final approver.
Always provide proper version comments on new version activation.
Use Export and Import functionality for creation of same workflow in multiple legal entities or environment.
Avoid hardcoding the assignment (as mentioned in above best practices).
Other experts can further add to this.
Thanks and Regards,
Neeraj Kumar
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