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Exclude last approver from escalation path in vendor invoice workflow

Posted on by 11
Hi Folks,
 
I have a scenario where we activated the escalation path in vendor invoice WF with pprove action and 5 days as time limit, knowing we are using managerial hierarchy starting from the requester, we wanted to exclude the last approver from this option ( automatic approve action).
 
Exemple Invoice amount 10k€
 
Requester line manager 1 : 2 k€
 
Requester line manager 2 : 8 k€
 
Requester line manager 3 : 12 k€
 
We wanted the system to take automatic action on behalf of line manager 1 and 2 if for sure they delay to do it but the last with who verify the condition to be excluded from the automatic action and keep the wok item assign to it till he/she approve or /reject.
 
I added exclude user with following condition i hierarchy option, but it's still sending and taking action for the line manager 3.
 
Could you help if ther eis any option we can use in standard d365 fo, thanks
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  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,159 on at
    Exclude last approver from escalation path in vendor invoice workflow
    Hi,
     
    Try to set the condition of exclude to employee.Line manager level =2, give it a try and tell us the result.
     
    Check this link, it may be helps you also:
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Brahim Oubaha Profile Picture
    Brahim Oubaha 11 on at
    Exclude last approver from escalation path in vendor invoice workflow
    Hi Andre, Hi Folks
     
    ANy update from your side please ? thanks
  • Brahim Oubaha Profile Picture
    Brahim Oubaha 11 on at
    Exclude last approver from escalation path in vendor invoice workflow
    Hi Andre,
     
    Adding screenshot, We have the element to approve the invoice with the condition employee signing limit >= the invoice amount, also I added the same condition to the hierarchy option to exclude the user with verified conditon.
     
    When testing, it's sending to the last approver who verify the condition and taking the automatic action. we want this last action to be excluded for this user and keep it on his activities.
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 283,676 Super User on at
    Exclude last approver from escalation path in vendor invoice workflow
    Hi,
     
    Can you share screenshots of your workflow setup, so we understand your current scenario?

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