PurchaseOrder.Invoice amount for PO Workflow

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Posted on by Foluso

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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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Ludwig Reinhard Microsoft Employee on at

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Hi,

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

Best regards,

Ludwig
Foluso 160 on at

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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
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Mea_ 60,286 on at

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

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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
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fatihgork 3,817 on at

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Hi,

I agree with ievgen,

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