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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Purchase Requisition w...
Microsoft Dynamics AX (Archived)

Purchase Requisition workflow (Approver same as submitter)

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Posted on by Community Member

Hi,

Is it possible for the same user to submit and approve a purchase requisition?

If so, how can i modify the workflow, the user roles or the expenditure reviewers form to be able to do this?

I've tried creating a new workflow and playing with the expenditure reviewers form but for the moment i'm only able to create and submit purchase requistions.

Regards

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  • Community Member Profile Picture
    Community Member on at

    Yes please, how exactly can i configure auto approve for a purchase requisition? In case it is easier how can i deactivate the workflow for a specific user?

    Regards

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    Yes you can, you can set it up based on your approval/spending limits.

    As long the person who's submitting the PR and PR value is within the range of his/her approval limit policy, he will be able to approve submitted PR.

    Kind Regards,

    v

  • Verified answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi

    There is nothing that physically that prevents you assigning a workflow to the person who submitted it (regardless of type). What is the exact error you are getting when you say that you are only able to "Submit", who is the workflow actually being assigned to in the workflow history

  • Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi Crispin. There would be not express restriction under those circumstances. I believe something may be broken with the workflow processing job that is not actually assigning at all.

    There is a global setting under "System Admin -> Setup -> Workflow -> Workflow Parameters -> "Disallow approval by submitter" that was introduced in R3 I believe, but I dont think this is on by default.

  • Verified answer
    rackerman1 Profile Picture
    rackerman1 on at

    You could just let them create a PO manually rather than going through the Requisition process at all.  Or you can reassign approval back down to them after they submit the Requisition.

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