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Vendor invoice workflow default dimension is not working

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Posted on by marypeace

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Hi,

I created a workflow stating that if the vendor invoice default financial dimension for department is for example Admin, it will go to approver A, but if financial dimension is Warehouse, it will go to Approver B.

When I created a PO invoice and submit to workflow, the condition that I stated is not working.

Appreciate your reply.

I'm using D365 for Finance & Operation.

Thank you.

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OsmanIstanbul 2,820 on at

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Hi,

it must work, I used the same logic on a project and worked. can you share some screens, maybe there is a point that you have skipped? especially condition setup, example invoice, test condition results, etc.

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saurabh bharti 15,059 Moderator on at

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Can you share screenshot of the condition as well as transaction ?

Are you defining at header or line level?

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SREEPRIYA KOLAGANI Microsoft Employee on at

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Though its not clear whether the dimension you are referring is at header level or line level. Please check by using vendor invoice line in vendor invoice workflow helps in

achieving this requirement.

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Regards,

Sreepriya.

Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.

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marypeace 524 on at

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Hi Osman,

Below is my condition in the workflow.

When I post PO invoice, the system is making an auto approval but I don't have an auto approval condition.

thanks.

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marypeace 524 on at

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Hi Saurabh,

I'm defining the workflow at header level.

My conditions is as follows:

thanks.

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marypeace 524 on at

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Hi Sreepriya,

My condition is dimension at the header level.

Pls see below conditions.

thanks.

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saurabh bharti 15,059 Moderator on at

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Is this condition put in separate step? or within some approval step?

Can you please share workflow snapshot where all steps are visible along with transaction where this dimension is selected at header

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marypeace 524 on at

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Hi Saurabh,

My workflow is as follows:

My condition is as follows:

The system auto complete my transaction.

Is it because I am the creator and also the reviewer and approver?

Thanks.

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saurabh bharti 15,059 Moderator on at

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Why you are applying this condition on the step? What if if it does not true?

Can't you use "Conditional element" instead approval and check you condition.

Based on true or false define the approval steps?

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marypeace 524 on at

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Hi Saurab,

I'm testing only the workflow that is why I enter only 1 condition.

But I will try your suggestion.

Thank you very much.

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