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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase requisition w...
Supply chain | Supply Chain Management, Commerce
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Purchase requisition workflow auto-escalation

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Posted on by nyk 710

Hi All,

I made the following setups. but the purchase requisition does not escalate the workflow to the next level (managerial hierarchy). Please guide me for auto - escalation of the workflow based on the time limit and the hierarchical setup.

1. Positions

2. Reporting structure

3. Purchase requisition workflow with escalation setup.

Escalation-1.png

Escalation-2.png

Thank you,

Kind Regards,

Neeta

I have the same question (0)
  • WillWU Profile Picture
    WillWU 22,361 on at

    Hi Neeta,

    Please check the old thread:

    community.dynamics.com/.../workflow-escalation-to-the-next-level-in-hierarchy

    community.dynamics.com/.../looping-in-workflow-with-managerial-hierarchy

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

    Hi Neeta,

    Are all three batch jobs setup and working correctly for the workflow? What is the recurrence for the workflow due date processing batch job?

  • nyk Profile Picture
    nyk 710 on at

    Thank you Will. I have read the escalation link before..It was mentioned in there that there is no automatic escalation at least until December 2020. I was keen to know if there is an auto-escalation function available in D365 now? and if the escalation time limit can be setup, how to use this time limit so as to escalate the workflow to the next managerial hierarchy level.

    Thank you

  • nyk Profile Picture
    nyk 710 on at

    Hi Andre,

    There is no batch run. We are manually submitting the purchase requisition workflow and expect it to auto-escalate if it is not approved / rejected with the set time limit as per the workflow setups.

    Please advise.

    Thank you

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

    Hi Neeta,

    For the workflow to work correctly, you need to have the workflow configuration set up correctly which will then enable batch jobs:

    docs.microsoft.com/.../run-the-workflow-infrastructure-configuration-wizard

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