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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / When the workflow is a...
Supply chain | Supply Chain Management, Commerce
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When the workflow is approved, all fields lock

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Posted on by Erdem Al 46
Hello,
 
After 1 to 2 weeks following the approval of the workflow, we have a process where the confirmation date needs to be entered in the purchase order lines. However, when the workflow is approved, all fields are lock. I can reactivate it using the 'Request Change' button, but it restarts my workflow process from the beginning and it wants 
Can I make the Confirmation Date field editable when the workflow is approved?
 
Thanks.
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    When the workflow is approved, all fields lock
    HI Erdem,
     
    Can you share a screenshot of what you did set up on the purchasing policies? Have you checked what is the outcome for "requires purchase order re-approval"?
  • Erdem Al Profile Picture
    Erdem Al 46 on at
    When the workflow is approved, all fields lock
    Hello,
     
    I made the settings you specified in the purchasing policies. In my workflow, as shown in the screenshot, however, after i am using requesting change button, when i fill in the "Confirmation Date" field and send it back to the workflow, it is not automatically approved; the workflow goes back for approval again. Where am i going wrong?
     

    My workflow is as follows: one party approves for amounts below 6000 USD, while the other party approves for amounts above 6000 USD.
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    When the workflow is approved, all fields lock
    Hi Erdem,
     
    Next to a conditional auto-approval, you can also try to set up Reapproval rules in the Purchasing policies to avoid manual reapproval for specific fields excluded from this list..
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    When the workflow is approved, all fields lock
    Hi,
     
    Standard workflow works like that way only, however as a workaround, you can use re-approval purchase policy where you can add a rules, still you need to resubmit to workflow but that will be auto approved.

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