AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

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Posted on by Nuxavia

Hi there,

My PO goes through an approval process. Once submitted it goes to a retrieved group. The PO is supposed to be approved once anyone with signing limit above the PO amount approves but this doesn't happen instead it goes to the next level escalation. Please how can I change this? Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi Nuxavia,

In the workflow you can define that the workflow should only or directly go to the one that has the proper approval right rather than through everybody in the approval chain.

For vendor invoices, I have an example posted here:

dynamicsax-fico.com/.../vendor-invoice-recording-part-4

dynamicsaxfico.files.wordpress.com/.../205_p4_0060new.png

Please check those links and compare them with your setup.

Many thanks and best regards,

Ludwig

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Nuxavia 49 on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi Ludwig,

The problem is I cannot get to the dialog box of the image you sent. This is what I get. no assignment tab.

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi,

Can you double click on the approval node?

This should navigate you to a deeper level where you should be able to see a different screen with the approval steps.

Best regards,

Ludwig

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Nuxavia 49 on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

The screenshot I posted is the properties for the deeper level. There's nothing else there, Is it that the workflow approval was not setup?

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi Nuxavia,

Can you double click on the approval icon that you see in your workflow and share a screenshot of what you see then?

Many thanks,

Ludwig

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Nuxavia 49 on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Thanks Ludwig,

I can see the assignment tab now.

the second condition will always be true because in signing limits form the approval limit is set to 0.01 for all.

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Nuxavia 49 on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Overall the conditions look ok and it's supposed to work as soon as it is met.

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi Nuxavia,

What do you see in the 3rd tab denominated 'hierarchy options'?

Can you share that?

I expect that the setup there is not ok.

Best regards,

Ludwig

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Nuxavia 49 on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi Ludwig,

Thanks for your time and responses so far. Here's the screenshot of 'hierarchy options' tab.

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012: Purchase Order Workflow Going through everyone in the managerial hierarchy.

Hi,

Can you change your parameter setting from 'assign to all users retrieved' to 'assign only to last user retrieved' and test again?

I think this should fix your problem.

Best regards,

Ludwig

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