Purchase Requisition Workflow

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Posted on by Community Member Microsoft Employee

Hello

how can we setup workflows for Purchase Requisition by Legal Entity

we have started implementing second legal Entity in D365 and realized Purchase Requisition Workflow is Org/Enterprise level

how can we set this up by entity? the current work flow is a bit complex by itself

our first preference would be without code/modification

second by extension method as worst case scenario

thank you

Version Information:

Installed product version : Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017)Installed platform version : Update12 (7.0.4709.41171)

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Community Member Microsoft Employee on at

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RE: Purchase Requisition Workflow

thank you mate
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M Westwood 485 on at

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RE: Purchase Requisition Workflow

Hi Sandeep,

In the workflow editor, select "Activation" on the menu bar.

There you can enter conditions for running the workflow.

Add a new condition:

Where - Purchase requisitions.Buying legal entity - is - value - (select legal entity)

This way you can create multiple purchase requisition (or any other) workflows, but by setting activation rules they will only run if the criteria is met. e.g. by legal entity.

Kind regards,

Matt
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NataliiaS on at

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RE: Purchase Requisition Workflow

Hi sandeep madavi,

As far as I know it is not possible without a modification, please refer to this blog post for additional details https://blogs.msdn.microsoft.com/axsupport/2013/02/18/workflow-association-in-ax-2012/

It is related to AX2012 version, but should be applicable to D365FO as well.