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Workflow approval of credit notes (PO) based on Signing limits

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Hi There

One of our clients requires the credit notes to be approved based on position hierarchy and signing/approval limits.

I can put a condition for the workflow to follow a different path based on amounts i.e. PO amount<0. however if i use the signing limits, then the credit note gets auto approved. As signing limits are in positive numbers.

to me they should be using user groups or security roles for credit notes . And follow approval limits & management hierarchy just for usual POs.

Unless there is a feature in D365 FinOps that we can use management hierarchy and approval limits for negative amounts.

But the client requires that based on negative amounts on credit limits , it should go to different levels of management for approval.

Due to their management structure, its not possible for them to use 'user groups' or 'security roles' for approval of credit notes. So I am thinking about a possible mod

If someone else has faced the same issue in the past?

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MATTGUO 22,349 Moderator on at

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Hi Aarti,

You need manually create those conditions for each level of signing limits.

Hope you can understand my screenshot.

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saurabh bharti 15,039 Moderator on at

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Hi Aarti,

For hierarchy, you should use HR module where you can create all employee and map to department. Also define the roles . Now based on these roles you should define the workflow because tomorrow if any new employee joins then you need not to change your workflow you just need to map that employee with correct department and Role.

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Ludwig Reinhard Microsoft Employee on at

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Hi Aarti Kumar,

Have you thought about integrating MS Power Automate into your workflow?

In MS Power Automate you are more flexible when it comes to setting up approvals and I believe that your scenario can nicely be achieved without making a customization.

Best regards,

Ludwig

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Community Member on at

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Mattguo

Its not about adding conditions, we all know how to do that. Its about can we use signing limits if amount is <0. hope that makes sense

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Community Member on at

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Saurabh

I have already mentioned that we can't use roles for approvals. so this doesn't make sense

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Community Member on at

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Thanks Ludwig

it makes sense. However, the client is already using workflow engine. and requirement is to use signing limits for credit notes.

Which to me is not possible without mod. As signing limits only validates the positive amounts.

For credit notes, if i use the signing limits, it just get auto approved.

so in theory, we have 3 options

- Use power platform

- Use user groups/security roles for approval in case of credit notes

- do a mod to compare negative amounts with signing limits i.e. ignoring the signs ( its a header level workflow, so its easy)

unless some one else has a better suggestion.

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MATTGUO 22,349 Moderator on at

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I mean converting signing limits to conditions.

You can create an idea: experience.dynamics.com/.../

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Ludwig Reinhard Microsoft Employee on at

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Hi aarti,

Personally I think your 3rd option is the most reliable one if you cannot go with Flow.

hope that answers your question.

if there is nothing else open /unanswered then please verify the answers that helped.

many thanks

ludwig

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