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Session Id :
Finance | Project Operations, Human Resources, ...
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PO Workflow Approval using position heirarchy

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Posted on by 4
I am using position heirarchy and signing limit to design the PO workflow.
 

The requirement is that if a user creates a purchase order, and the value of the purchase order is less than the signing limit of the user, the purchase order is automatically approved.

This is contradictory to the design of the workflows where every document has to be approved by at least one other person. 

The users wants to simplify the maintenance of the workflows by using Employee signing limits in the condition for Auto approval. But it seems that the only time you get access to the Employee signing limits in a condition, is when assignment type is Hierarchy.

Please help me with the best possible solution.

Regards

Shubha

I have the same question (0)
  • Martin Dráb Profile Picture
    237,892 Most Valuable Professional on at
    You're asking in a general forum, therefore it's not clear which product you have in mind. Is it F&O?
  • Community member Profile Picture
    4 on at
    Hi Martin,
     
    This is related to F&O
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi Partner,
     
    If so, you need post the question in the following forum for further help:
    Finance forum | Microsoft Dynamics 365 Community
     
     
     
  • Martin Dráb Profile Picture
    237,892 Most Valuable Professional on at
    Moved from D365 general forum to Dynamics 365 Finance forum.

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