Purchase Order Approval Workflow

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Hi All - I am trying to create an Auto Action on a Purchase Order Approval Workflow based on Hierarchy and Signing Limits. It is working O.K except for the Auto Action where I want it to Automatically Approve if the Workflow Originator (i.e. Person raising the P.O) has sufficient spending authority. What I used to be able to do in AX2012 was configure a P.O Approval Element to Automatically approve where condition is "purchase orders.Invoice amount <= field purchase orders.Requester's spending limit"

In Dynamics 365 I can select only "purchase orders.Invoice amount" - I can't select "purchase orders.Requester's spending limit"

Is there something I need to do to be able to see the Spending Limits in the Workflow. I suspect I've missed a step somewhere?

Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hi RogerCI,

What workflow are you using? Have you checked the line workflow and whether it includes the element you are looking for?

Best regards,

Ludwig

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Nagendra Varma K on at

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Hi Roger,

Are you referring to Purchase order workflow or purchase requisition workflow? In 365 for Purchase requisition workflow you can find the above condition on automatic actions. Where as on Purchase order or purchase order line workflow, I've not found the same condition under automatic actions. Refer below screenshot. can you share the screenshot which you set in 2012

Thanks

Nagendra Varma K

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Community Member on at

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Yes thanks. Tried the lines one, same issue. I can see what I need in the Step 1; but I can't see Auto Actions on Step 1.

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Community Member on at

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Sorry - I'm having trouble getting a screen shot onto this blog. The only one I have is in Word. I wonder if it's feature that's been removed from D365.

Cheers

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Nagendra Varma K on at

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Hi Roger,

Not sure, I'm also unable to find this in AX 2012 for purchase order workflow.I'm also not sure how you did it in AX 2012

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Nagendra Varma K

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I think what I'm trying to do is impossible the way I'm trying to do it?.

If we set the auto action to approve automatically any P.O under $500.00 it works. But if I'm raising a P.O and my spending limit is say $2,000.00 than I want it to auto Approve up to $2,000.00 as opposed to just $500. Is that achievable another way perhaps?

Any suggestions? Thanks again for all your help.

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Nagendra Varma K on at

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HI Roger,

You can actually, Refer this link same requirement was discussed earlier.

community.dynamics.com/.../218483

Thanks

Nagendra Varma K

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Ludwig Reinhard Microsoft Employee on at

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Hi RogerCl,

The link that Nagendra Varma K is great but refers to purchase requisitions.

I checked the standard PO workflows and could not find similar functionalities and would thus say that you need a modification to get the automatic approval you are looking for.

Best regards,

Ludwig

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Community Member on at

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Thanks. I think I'll have a look at using Requisitions also.

Regards

Roger

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