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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow approver change
Microsoft Dynamics AX (Archived)

Workflow approver change

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Posted on by Trilok Mohnani 107

With regards to the aforementioned subject, We have PO approvals by department heads and one of the department head has been recently changed so as we want to change the name in PO approver.

Best Regards

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Is the approver in your workflow linked to a specific user such as 'Mr. ABC' or to a specific position/role, such as an expenditure approver, group, etc.?

    Can you share details of this setup?

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Trilok,

    I'm not sure if your question is related to changing the workflow setup or re-assigning the pending workflows. If you want to re-assign pending workflow, you can do this as administrator using the workflow history form. If it is related to setup, please answer Ludwigs question.

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Hi Ludwig,

    it is linked to a user.

    Best Regards,

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Hi Andre

    The question is related to the setup.

    Thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Trilok,

    If the workflow step specifically points to a user that is no longer responsible for this task of that has left the company then change this user setup to the person replacing him/her.

    To avoid a similar issue in the future, it might be better if you could make use of a user group or expenditure reviewer that you assign in the workflow task so that next time somebody changes, the workflow does not get stuck.

    Best regards,

    Ludwig

  • Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Thanks Understood, Please help me with the steps.

    Best Regards,

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Trilok,

    You can use the Purchase order expenditure reviewers functionality for this. You can read some blogs about this topic:

    henrikmarxlarsen.wordpress.com/.../expenditure-reviewers-in-dynamics-365-for-finance-and-operations

    daxmyshare.wordpress.com/.../purchase-order-expenditure-reviewers-in-microsoft-dynamics-365-for-finance-and-operations

  • Verified answer
    Trilok Mohnani Profile Picture
    Trilok Mohnani 107 on at

    Thank You, It worked and i was bale to change the workflow.

    Best Regards,

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