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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase Requisition a...
Finance | Project Operations, Human Resources, ...
Suggested answer

Purchase Requisition and Workflow Setup

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Posted on by Jay1 67

Good Morning All,

I am currently working on configuring purchase requisitions and its workflow for a client and trying to accomplish the following:

1. Make it mandatory for a user to enter the relevant cost center dimension on the requisition line before submitting the same to workflow.

2. Restrict users so that they are only able to raise requisitions against specific cost centers.

Would really appreciate it if anyone could point me the direction on how to accomplish this.

Is there any configuration within D365 that I can complete to do so? Or does it require some level of development?

Thanking everyone in advance for your assistance.

Jay1

I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,036 Most Valuable Professional on at
    RE: Purchase Requisition and Workflow Setup

    Hi,

    You need to enable XDS to be able to restrict users for data.

  • Jay1 Profile Picture
    Jay1 67 on at
    RE: Purchase Requisition and Workflow Setup

    Thank you Billur for getting back to me.

    I am not quite sure what you mean by "Enable XDS"? Could you please provide both an explanation and instruction on how to do this?

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: Purchase Requisition and Workflow Setup

    Hi Jay1,

    For the 2nd point you can follow the suggestion given by Billur.

    For the 1st point you need to add a validation on the canSubmitToWorkflow method to enable submit button only if the cost center dimension is filled in. This must be done by extension since its a standard process.

    Thanks,

    Girish S.

  • Jay1 Profile Picture
    Jay1 67 on at
    RE: Purchase Requisition and Workflow Setup

    Thanks Girish.

    When you say extension, what do you mean? Does this require development or it can be configured? If configuration, where do I go to do this?

    Thanks in advance for your help.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,036 Most Valuable Professional on at
    RE: Purchase Requisition and Workflow Setup

    Sure.

    Please check the link below.

    learn.microsoft.com/.../extensible-data-security-policies

  • GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: Purchase Requisition and Workflow Setup

    It cannot be done through configuration.

    Must need development to achieve this.

    Thanks,

    Girish S.

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