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Finance | Project Operations, Human Resources, ...
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Vendor disbursement journal workflow

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Posted on by 15

Hi,

We have setup workflow to assing based on security role to "Entity controller". There are two legal entity "A" and "B". User "X" has "Entity controller" role for entity "A" and User "Y" has  "Entity controller" role for entity "B".

When workflow is submitted for approval from entity "A" it is assined to both users "X" and "Y" while it should be restricted for "X" only,

Can you please help me?

Thanks

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    304,551 Super User 2026 Season 1 on at

    Hi Ravi,

    Have you limited the security role access to the correct organization per user? If you did, then you can try to use user groups instead of the security roles. You can create user groups for the controller per entity.

  • Ravikant Chhawchharia Profile Picture
    15 on at

    Hi Andre,

    Thanks.

    Yes, i have resticted the entity level access for user but still it assigns to both. :(

    User group is an option but i was trying to use security role based workflow not only for this but also for other workflows if possible.

    Regards

    Ravi

  • Verified answer
    André Arnaud de Calavon Profile Picture
    304,551 Super User 2026 Season 1 on at

    Hi Ravi,

    In that case, I do think out of the box, the user groups are a viable option, but requires some additional setup. You can also consider a customization to add a complete new workflow provider which can look at security role assignment in combination with organization assignment.

  • Ravikant Chhawchharia Profile Picture
    15 on at

    Thanks Andre

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Ravi,

    Why do you need a vendor disbursement journal workflow at all?

    Best regards,

    Ludwig

  • Ravikant Chhawchharia Profile Picture
    15 on at

    Why Not? To get approval before processing payment.

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