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Configuring Pending Supplier Invoice Header with "Requested Approver" Approval Element in Workflow

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Posted on by Sathish Kumar Palan...

388 Super User 2026 Season 1

Hi All

In our current process, non PO invoices are created as pending supplier invoices. Once an invoice is prepared, it must be sent to the right user for approval. Because each invoice may need approval from a different individual, we need advice on how to efficiently assign approval users for each invoice.

We considered updating the "Requested Approver" field for each invoice during the data import from the OCR extract. However, we were unable to locate the "Requested Approver" field within the Vendor Invoice workflow approval element.

Requesting assistance please.

Thanks

Sathish

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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,

Workflows approvals provides you some choices (but nothing to select from data source as approver)

The few choices available are

1) individual user selection

2) user group participants

3) Hierarchies (Configurable, Managerial)

4) custom workflow participant provider (using customization)

5) security role participants

6) Expenditure Participants

You have choice to use #4 (where your custom x++ code will pick up the user for approval, the way you want it)

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