Dynamics Community Forum Thread Details

Tolerances in a purchase order workflow

Hello,

In this thread:

https://community.dynamics.com/forums/thread/details/?threadid=3ad83f73-4278-f011-b4cc-7c1e52593d36

I received some valuable answers, nevertheless I was experienced some health issues so I couldnt check all the answers in detail till now (thanks to those who replied). I cant answer now, it says the form cannot be submitted, maybe because the topic is already closed?

Anyway, one of the answers suggested this to handle tolerances in purchase order workflow:

-Use workflow conditional expressions to compare the original and modified values.
-Set up thresholds for price or quantity changes (e.g., allow changes within ±5% without triggering reapproval).

But I havent been able to setup this, I have tried different ways, but first I dont find a delta for other than invoiced quantity, and on the other hand, the symbol % is not possible and I cant find a field which fits our need. Could you please tell me (with screenshots if possible) how this could be setup in the workflow?, I want this logic:

if the net amount of the purchase order line (or maybe even the quantity) is different in 3% higher or less, then auto approval should be triggered if there is a purchase policy for reapproval, but if higher than 3% (lets say 4% higher), then it should not be auto approved and it should enter to the approval workflow again.

I would appreciate any tips on this. Thanks!

Ricardo

Categories:

Dynamics 365 Supply Chain Management

Hi Ricardo,

We are happy to help. When checking the status of your original question, there is no lock on new comments. Also note that the reply from Danny3211 was created using AI with some hallucination.

In workflow configuration, there can be activation conditions. This should not be used in this scenario. The outcome should be an approval, based on thresholds or a manual decision. So, the workflow contents itself should get a conditional decision where you can use e.g. the Invoice delta amount percentage.

The "Delta" fields are only available on the header. In case you need the condition on any PO line delta, you can consider a customization. Let us know if this helps or where exactly you get stuck.

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