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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Same position reportin...
Finance | Project Operations, Human Resources, ...
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Same position reporting for 2 different positions workflow

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Posted on by EagleClaws 58
 
Director Budgeting and Planning reports for 2 positions, one to CFO and one to CCO. has some employees belonging to CFO and some to CCO. how to make the hierarchy in such a way that employees working under CFO workflow get assigning to CFO and employees coming under CCO, it gets assigned to CCO in relation to Director Budgeting and Planning. 
 
Currently all employees under director budgeting and planning reporting is set to Chief Financial Officer.
  • EagleClaws Profile Picture
    EagleClaws 58 on at
    Same position reporting for 2 different positions workflow
    Dear ZvikaR, thank you for the good suggestion, we assigned two positions for same person, each position contains it's own subordinates, however when worker from position B submits a workflow it picks the hierarchy to of A instead of B as A is the primary position, positions does not affect the hierarchy. 
  • ZvikaR Profile Picture
    ZvikaR 93 on at
    Same position reporting for 2 different positions workflow
    Let me see if I understand - for the same workflow, director of budgeting have 2 teams reporting to him.
     
    One team reporting to him, and from him approval goes to CFO
    Second team reporting to him, and from him approval goes to CCO
     
    Is that it?
     
    In such case what you need is to assign the Director of budgeting to 2 positions.
    First  position reporting to the CFO, with all  employees on team A reporting to that position.
    Second position reporting to CCO, with all employees on team B reporting to that position.
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,619 Super User 2024 Season 2 on at
    Same position reporting for 2 different positions workflow
    Hi,
     
    Did you try to use relationship to assign another manager to the position?

    Check this link:
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,791 Super User 2024 Season 2 on at
    Same position reporting for 2 different positions workflow
    Hi EagleClaws,

    I have some questions to be able to understand the full scenario before making a suggestion. When you talk about workflows, are the "CFO" workers and "CCO" workers participating in the same workflow? Is the director B&P then also one of the approvers or not?
     
  • EagleClaws Profile Picture
    EagleClaws 58 on at
    D365 FFO Same position reporting for 2 different positions workflow
    Thank you for the reply Waed, all positions reporting to Director Budgeting 
    Director Budgeting reports for two positions, in system we had to set the reporting for one position as it's not possible to assign for two positions.
    Director Budgeting manages two divisions with different positions, each division CXO is different, we want the workflow hierarchy to assign workflows related to each division to it's respective CXO.
     
    In system we can't assign Director Budgeting for 2 positions and, we just need the workflows to go to the relevant CXO.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,619 Super User 2024 Season 2 on at
    D365 FFO Same position reporting for 2 different positions workflow
    Hi,
     
    On each position for each employee, you should fill the report to position with the correct value, the employees who refer to CFO should has CFO position on the report To position.
     
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     

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