Microsoft Dynamics AX (Archived)

Workflow -- Automatic Actions

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Posted on by Javirrubio

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Hi,

I'm trying to find a way to set up automatic actions for my PO approval Workflow.

I want all PO get automatically approved if the Invoice amount is less than the user's (employee) spending limit. Is there any standard way to achieve this?

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Raymore 155 on at

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Hi Javirrubio,

So first, you select the Approve Purchase Order from the Purchase Order review workflow editor form.

Then,

You click the Basic Settings on the action pane.

You give it a name..

You click Automatic Actions tab and select Enable Automatic Actions check box

Then you add a condition from the Automatic Action Condition editor.

No you want to choose Where Clause from the drop-down box and then click Purchase Order>Purchase Order.Approval amount.

Here you choose the function which is based on your own desire whether it is = or <= or >= ( as per your need, you would use >=)

Change Value to Field.

And in the Enter a Value in the field, select Purchase Order.Requester's Spending Limit.

Select Approve in the Auto Complete Action field.

I suggest set this up for a Purchase Requisition (that will eventually turn into a Purchase Order, if it meets your criteria) as the Purchase Order Workflow is only available and required ,if you use Change Management.

Hope this helps!

Rax

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Javirrubio 965 on at

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Hi,

It seems the field "PurchaseOrder.Requester's Spending Limit" don't exist, or at least I can't see it.

I've checked and it does exist for Purchase Requisitions but not for Purchase Orders. :(

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Raymore 155 on at

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Hi,

My apologies man. The procedure explained above is only for Purchase Requisition.

No such workflow for PO.

Best,

Rax

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Dennis Thie on at

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Hi,

There is a way to do this. In the PO workflow create an approval workflow section with one or multiple steps having conditions greather then and less then on spending limits (or if not available on 'hard' conditions) in the workflow, the amount of steps varying for the amount of spending limits you have. Should a purchase order not pass the conditions it is less then the spending limit and will be approved.

Best regards, Dennis

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Javirrubio 965 on at

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Hi Dennis, thanks for this. It's a bit difficult to maintain but it's a way to get it

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Mr Brent 45 on at

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Hi Dennis

Could you please help me out on your solution by way of an example? I'm struggling to follow your concept. Are you using multiple WF configurations? Or a single PO WF configuration with multiple steps? I can't see a way around including the buyer's spend limit in the logic. I want to use the Hierarchy assignment type.

thank you!!

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Community Member on at

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Do you have an example of this, I am having an issue after the first Node. I followed the recommended work around but on the 2000, and 5000 level the auto approve is approving for all levels below not just the for those at the 2000 and 5000 level. If someone with a level of 1000 submits PO for 1500 it is auto approving at the 2000 node because the condition is Purchase Order.Balance <2000 and it is not getting to the conditional decision. I need it to use the Hierarchy for anyone that is below the level of 2000 but if they are at the 2000 level or higher then it will Auto Approve. Can you share how you setup to Auto Approve at each level?

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