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Hi Saqib,1. Just simple created a purchase order workflow using templates refer the below screenshot2. Go to Approval User Setup and then assign the R

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"Purchase Order Workflow Error"

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Posted on 20 May 2021 16:59:59 by Community Member Microsoft Employee

Hi,

I'm facing the issue regarding to the purchase order approval. In my scenario I have 3 approvers hierarchy by sequence 1,2 and 3 so first two users can approve the limited amount while 3rd one is my final authority who can approve it finally, after the approval of the first 2 users i am not able to access the approve button on the header of the document so plz help me out of this problem why I am facing this error.

"ERROR"

You cannot use Purchase Header: Order,106046 for this action.

The restriction was imposed by the MS-POAPW-01 workflow, Purchase Order Approval Workflow.

Thanks & Regards

Saqib Hassan

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Vaishnavi J 3,056 on 24 May 2021 at 15:13:46

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RE: "Purchase Order Workflow Error"

Hi Saqib,

1. Just simple created a purchase order workflow using templates refer the below screenshot

2. Go to Approval User Setup and then assign the Request to approve and Purchase amount to approve like the below screenshot.

So if my purchase order is 2000 dollar then first the request will go to ManagerA as he is allowed to approve 500 dollars once it is approved . The request will go to second approver that is Manager1 once he approves it and he is allowed to approve 1000 dollars. The approval request will go to Third approver that is Manager2 and he can approve order of unlimited amount.

please verify the answer if your issue is resolved.
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Community Member Microsoft Employee on 24 May 2021 at 12:32:03

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RE: "Purchase Order Workflow Error"

Hi Vanessa

Thank you for your answer regarding my question that I have raised.

However, to expand on it a bit more, I am trying to set it such that my 1st user can authorise PO up to (500 $) by himself, but that anything above that needs to go for a second approval from the management team in which the second person has the right to approve the order up to (25000 $) and so on 50k dollar for 3rd approval but in my scanario the 2nd person will only be approved the purchase order not to Release if amount increases to 25k dollar so i want to do approve from the 3rd approver then go for releasing authority to the 4th Approver which is my Finance Manager or CFO or Administrator what ever you can say but if amount under the 25k dollar so i want to release the purchase order directly to the 4th approver.

The attached images show what my workflow currently looks like.

User Approval Setup:

Workflows Lines

2

3

4

5

I hope it will help you to understand my issue that I am facing.

Thanks
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Vanessa Garcia on 21 May 2021 at 09:47:45

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RE: "Purchase Order Workflow Error"

Hello Saqib,

could you share the workflow setup with us? Is it the standard one?

Some ideas so far:

a) If the 3 approvers needs to really approve, I guess you are playing with 2 "An approval request is approved" Events, one filtering by "Pending Approvals: 0" an the other "Pending Approvals: >0>, right?

b) Inside the "Pending Approvals: 0" you should have a Response to "Remove Record Restriction", and this should happen only when "Pending Approvals: 0" which means that the 3 approvers already approved the request.

If this does not help, please also check in the "Pending Approvals: >0" event, the response "Send approval request for the record and create a notification."

This should point out to the initial "Send approval request for the record and create a notification." in the Next Then:

With this, it should work as expected, otherwise please provide us with more details so we can try to understand your problem better and help you out.

I hope it helps