Hi Nitesh,
Thanks so much for your advice. I'd really appreciate about that. As you mention, I'll create at least two types of users according to my workflow: Requestors & Approvers. At present, I still learn how to create user role & how to define or associate the new user roles to the form they should access to (for example, requisition forms for requesters, or forms to approve request for purchase for approvers). The first part (creating user role) looks straight forward, but the second part (how to associate...) looks more difficult for me.
Beside that, may I have questions really need help:
1) I created my workflow (request for purchase workflow) as follows (I don't know how to copy the image of my workflow, therefore I tried to describe it by my typo):
START > Review by Purchasing Required? (C0)
: False > (Do nothing)
: True > Purchasing Review required (C0 - True)
> Department Head Approve (C1)
> CFO Approval Required? (C2)
: False > (Do nothing)
: True > CFO approval required (C2 - True)
> President Approval Required? (C3)
: False > (Do nothing)
: True > President approval required (C3 - True)
> CEO Approval Required? (C4)
: False > (Do nothing)
: True > CEO approval required (C4 - True)
> Board Approval Required? (C5)
: False > (Do nothing)
: True > Board approval required (C5 - True)
> END
Note:
(C0): In the Condition under Basic settings of Review by Purchasing Required? I used:
Where Purchasing requisition.Preparer . is not . value. Jane Doe_1
And Purchasing requisition.Preparer . is not . value. Jane Doe_2
And Purchasing requisition.Preparer . is not . value. Jane Doe_3 (my company has 03 buyers)
(C0 - True): I want the system will assign request to all my buyers by setting:
Assignment Type: User
> tab User: Jane Doe_1, Jane Doe_2, Jane Doe_3 (All these users are buyers)
(C1): In the Assignment of Department Head Approve (C1): I used:
tab Assignment Type: Hierarchy
> tab Hierarchy Type: Managerial
> Start from: Requestor
> Condition: Where Employee.Job Title . Contains . Value . Department Head
(C2): In the Condition under Basic settings of CFO Approval Required? I used:
Where Purchasing requisition.Approval amount . >= . value. $3,000.00
I want the system will route the request to my CFO by setting "CFO approval required" (C2 - True)
(C2 - True):
tab Assignment Type: Hierarchy
> tab Hierarchy Type: Managerial
> Start from: Requestor
> Condition: Where Employee.Job Title . is . Value . CFO
(C3): In the Condition under Basic settings of President Approval Required? I used:
Where Purchasing requisition.Approval amount . >= . value. $50,000.00
I want the system will route the request to my President by setting "President approval required" (C3 - True)
(C3 - True):
tab Assignment Type: Hierarchy
> tab Hierarchy Type: Managerial
> Start from: Requester
> Condition: Where Employee.Job Title . is . Value . President
(C4): In the Condition under Basic settings of CEO Approval Required? I used:
Where Purchasing requisition.Approval amount . >= . value. $100,000.00
I want the system will route the request to my CEOby setting "CEO approval required" (C4 - True)
(C4 - True):
tab Assignment Type: Hierarchy
> tab Hierarchy Type: Managerial
> Start from: Requester
> Condition: Where Employee.Job Title . is . Value . CEO
(C5): In the Condition under Basic settings of Board approval Required? I used:
Where Purchasing requisition.Approval amount . >= . value. $1,000,000.00
I want the system will route the request to my Board by setting "Board approval required" (C5 - True)
(C5 - True):
tab Assignment Type: Hierarchy
> tab Hierarchy Type: Managerial
> Start from: Requester
> Condition: Where Employee.Job Title . is . Value . Board
Based on my workflow using properties of Employee to route request to buyers / approvers, I thought I should enter all requesters & approvers into Employees under Human Resources. Then link or associate users to employees so the system can retrieve the approver (based on requestor's department) then route or email the request to department head for approval. Is that correct?
2) At present, all "requestors & approvers" already have user accounts in AX so that they can access AX. I also entered them into AX as Workers/Employees under Human Resource module. But I'm not sure how to associate users to Workers/Employees.
3) I also created a few departments for testing, then define department head for each department by selecting person as Manager. One thing I'm not sure is that if I have to enter DUNS number or not. Do I have to mark the checkbox "In Hierarchy"?
