Auto approve Purchase Requisitions depending on Net amount and vendor

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Posted on by Selina Thomas

Hello Team,

I have a request where I want to create a new workflow configuration that allows approval depending on the below options:

Description	Rules to follow
With Amount and vendor	The workflow should go directly to approver from requester (Skipping procurement review)
Without Amount and vendor	The workflow should go to procurement from requester
With and Without TA	The workflow should go to procurement review from requester

Is this possible or is there any other standard solution that allows this functionality?

Best regards,
Selina THOMAS

Categories:

Dynamics 365 Supply Chain Management

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Laurens vd Tang 5,007 Super User 2026 Season 2 on at

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Hi Selina,

Is it for a purchase order or purchase requisition?

Best regards,

Laurens van der Tang

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Selina Thomas 64 on at

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Hello Laurens,

It is for a purchase requisition.

Best regards,
Selina THOMAS

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Shri Ranjani 153 on at

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Hi,
You can configure the workflow using Conditional Decisions based on fields such as:

Vendor

Amount

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Subra 1,938 Super User 2026 Season 2 on at

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Hi

You can achieve this using conditional decision based on the fields.

Thanks,
Subra

If this helped, please mark it as "Verified" for others facing the same issue

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Selina Thomas 64 on at

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Hello Subra,

Thank you for the feedback.

I will try this option and will revert if okay.

Best regards,
Selina THOMAS

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André Arnaud de Cal... 306,638 Super User 2026 Season 2 on at

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Hi Selina,

You got a suggestion for using conditions which will be the way to go forward. Can you explain the abbreviation TA that you used in your question?

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Selina Thomas 64 on at

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Hello Andre,

TA means Trade Agreement - With a price or without a price.

Best regards,
Selina THOMAS

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André Arnaud de Cal... 306,638 Super User 2026 Season 2 on at

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Thanks for the clarification. The purchase requisitions can use trade agreements, but when you submit it to the workflow, it is not aware if the price was taken from a trade agreement or was manually entered by a user. If there is a condition if the price conditions do match a trade agreement, then this also requires a customization. You can then think of adding a calculated field if the price and discount details on lines matches trade agreements.

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Aayush Tiwari 64 on at

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Hello

You can define a purchase requisition workflow with a condition as following: -

In case the condition is true, the approval should Procurement department & in case the condition is false the approval should go to Assigned Approver from requester.

The Trade agreement cannot be factored in the conditions of the workflow of purchase requisition.

If this resolves your query mark this answer as verified.

Regards

Aayush Tiwari

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Selina Thomas 64 on at

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Hello all,
Thank you for the solutions provided.
I added a condition at line level and tried different scenarios.
The condition is working well. Please find below the conditions added before the PR review:

Thank you all for your help.

Best regards,
Selina THOMAS

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