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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / PurchaseOrder.Invoice ...
Microsoft Dynamics AX (Archived)

PurchaseOrder.Invoice amount for PO Workflow

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Posted on by Foluso 160

Hi all,

I have a workflow condition PurchaseOrder.Invoice amount <=$10000 then  route to Approver A. For example, If i have an Invoice amount of  $9999 + 13% Taxes, I still want this to be routed to Approver A regardless of the Tax amount added. What validation field should i select from my Workflow conditions or whats the best way to approach this?

Thank you all

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  • Suggested answer
    fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: PurchaseOrder.Invoice amount for PO Workflow

    Hi,

    I agree with ievgen,

    I used the Balance field (PurchaseOrders.Balance) in the past when I came across with such a requirement.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: PurchaseOrder.Invoice amount for PO Workflow

    Hi Ronald,

    I am not sure if there is a 'net PO balance' field available for selection.

    Please go through all the available selections?

    If you cannot find something that fits you might have to make an adjustment.

    Before making that, please consider the nature of your tax.

    In my home country, we also have a tax that is always included in PO invoices.

    However, as the tax amount will be refunded from the tax authority, it does not matter for us as it does not affect our costs.

    Best regards,

    Ludwig

  • Suggested answer
    Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: PurchaseOrder.Invoice amount for PO Workflow

    You should have "balance" field on PurchTable, it's not an actual field but method, anyway it should be available in the designer. 

  • Foluso Profile Picture
    Foluso 160 on at
    RE: PurchaseOrder.Invoice amount for PO Workflow

    I have and it works where i a single PO line but in a case where i have multiple lines, The logic acts on the 1st line while totally disregarding all other lines

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: PurchaseOrder.Invoice amount for PO Workflow

    Hi,

    Have you tried referring to the purchase order lines.netamount amount field?

    Best regards,

    Ludwig

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