Dynamics Community Forum Thread Details

Rules for re-approval of PO when value is changed

Hi,

We are running D365FO version 10.0.41 with change management activated on POs.

We set the workflow to check on the Delta invoice amount to determine if re-approval is neccessary: If the value is over a certain amount, the PO should be re-approved. However, the calculation does not consider changes in charges on the PO lines.

Anyone found a way to include the charges in the considerations?

I've tried setting up the policy rule to check for changes in charges, but then it will check even if the change is minimal. It should only be re-approved if the value is over a certain threshold.

I appreciate any feedback you might have.

Categories:

Dynamics 365 Supply Chain Management

hi there! this sounds like it may need customization to fit your need:

Custom Workflow Extension:
- Create a custom workflow extension to handle the re-approval logic. This extension will check for changes in both the PO amount and the charges.
Calculate Total Change:
- Implement logic to calculate the total change in the PO value, including both the line amounts and the charges. This total change will be used to determine if re-approval is necessary.
Set Threshold for Re-Approval:
- Define a threshold value for the total change. If the total change exceeds this threshold, the PO will require re-approval.

ex:

public class CustomPOApprovalWorkflow extends WorkflowDocument
{
// Define the threshold for re-approval
private const real ReApprovalThreshold = 100.00;

// Method to check if re-approval is necessary
public boolean isReApprovalRequired(PurchTable _purchTable)
{
real totalChange = this.calculateTotalChange(_purchTable);
return totalChange > ReApprovalThreshold;
}

// Method to calculate the total change in PO value
private real calculateTotalChange(PurchTable _purchTable)
{
real totalChange = 0.00;
PurchLine purchLine;
PurchLineCharge purchLineCharge;

// Calculate change in line amounts
while select purchLine
where purchLine.PurchId == _purchTable.PurchId
{
totalChange += purchLine.LineAmount - purchLine.OriginalLineAmount;
}

// Calculate change in charges
while select purchLineCharge
where purchLineCharge.PurchId == _purchTable.PurchId
{
totalChange += purchLineCharge.ChargeAmount - purchLineCharge.OriginalChargeAmount;
}

return totalChange;
}
}

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