Hi,
I have designed a purchase order approval workflow and there is one control aspect I am struggling with.
The process works as follows:
1. Purchase Order (PO) is raised and approved using standard Dynamics Workflow.
2. We use get receipts line to raise invoice for the PO (rather than posting the PO as invoice as the amount of actual invoice is often slightly different than the PO amount).
3. The PO is archived.
We need to demonstrate to Internal Audit that the PO was approved. I have designed a Jet report that pulls all the relevant information of all POs from PO Archive table. I have noticed however, that when the PO is archived, the approval entries are deleted from Approval Entry table. There is a Posted Approval Entries table but the PO number is not listed there. Entries also do not appear against the invoice as we use Get Receipts line functionality that does not link the invoice to PO directly.
This is a rather serious controls issues if we cannot demonstrate the PO was approved. Is there a way we can get the approval record of archived POs?
As a secondary issue is there a way we can prevent users from accidentally deleting fully approved POs?
Thanks a lot in advance for help.
Muhammad
