web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase requisition a...
Supply chain | Supply Chain Management, Commerce
Unanswered

Purchase requisition approval workflow by dimension owners

(0) ShareShare
ReportReport
Posted on by ZvikaR 152

I am trying to implement something that sounded like a very basic business scenario, but no obvious way to achieve using D365

- We want to have purchase requisition workflow based on the department  dimension.

- We have many departments (around 25)

- Every department has 2 owners/approvers: one for under $10K, and another approver for purchases above $10K

So I know how to assign workflow approval based on Department Dimension "owner".

But what about the second ("above $10K") approver?

I must be missing something because I can't quite believe this is not supported out of the box

I have the same question (0)
  • saurabh bharti Profile Picture
    saurabh bharti 15,035 Moderator on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi Zvika,

    You can define hierarchy as per your requirement and org structure.

    For signing limit, you can define policy using Job code, So one or more job code can have one signing limit.

    Hierarchy will have position and position will have Job code (This job code will have signing limit)

  • Bharath jain Profile Picture
    Bharath jain 1,299 Super User 2025 Season 2 on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi Zvika,

    If you have to achieve through conditional workflow, i guess it has to be 25 conditional setup. Bit tedious but cant think of another way.

    Regards,

    Bharath Jain.

  • ZvikaR Profile Picture
    ZvikaR 152 on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi Saurabh, I am trying to understand your suggestion.

    From the link you provided I can see how I can create a hierarchy, where each level in the hierarchy has a different approval limit.

    However in this case, I have 25 "2 level hierarchies", one for each department. How can I use approval limit form to achieve this?

  • ZvikaR Profile Picture
    ZvikaR 152 on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi  Bharath, I am trying to understand your suggestion.

    Are you suggesting I create 25 "conditional" workflow configurations, one for each of the 25 departments we have?

  • Bharath jain Profile Picture
    Bharath jain 1,299 Super User 2025 Season 2 on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi Zvika,

    Try to use "conditional" workflow and in the condition tab give the amount criteria.

  • saurabh bharti Profile Picture
    saurabh bharti 15,035 Moderator on at
    RE: Purchase requisition approval workflow by dimension owners

    Hi Zvika,

    Why don't you use "Signing limit" for amount definition?

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-manage-signing-limit-policies#:~:text=Define%20default%20signing%20limit%20rules,-Default%20signing%20limit&text=signing%20limit%20parameters.-,Click%20Organization%20administration%20%3E%20Setup%20%3E%20Signing%20limits%20%3E%20Signing%20limit%20policies,the%20Create%20policy%20rule%20button.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 169 Super User 2025 Season 2

#2
Yng Lih Profile Picture

Yng Lih 146

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 104 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans