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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Requisition workflow s...
Supply chain | Supply Chain Management, Commerce
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Requisition workflow submission and approval

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Posted on by Kumar_Sat 1,190
Hi, I have a business case where the requisitioner would like to just create the purchase requisition and save it. Later, the supervisor will review the requisition and then submit to the worqflow. Requirement is that the requisitioner should not be able to submit it to the worqflow. Now the issue in 365 is that if I deny submission of worqflow for the requisitioner,  any other person working with the req , even if they are system admin (and allowed to submit on behalf), they are not able to submit the requisition to the workflow, is there any solution we can implement? 
  • Suggested answer
    Abhishek Verma Profile Picture
    Abhishek Verma 47 on at
    Requisition workflow submission and approval
    Hi Kumar, 
     
    This business case cannot be implemented using the out-of-the-box process in Dynamics 365 Finance and Operations D365FO.  It necessitates a security configuration adjustment to remove security access for the requisitioner, restricting them solely to submitting purchase requisitions to the workflow. Additionally, enable the  workflow button for supervisors security privileges  to grant them access on the workflow button to submit the PR.

    This can be done simply manipulating the security access for the user.
     
    Best Regards, 
    Abhishek V
  • andreasraithel Profile Picture
    andreasraithel 4,839 Super User 2024 Season 2 on at
    Requisition workflow submission and approval
    Hy Kumar,
     
    within the PR Workflow there is a task for "Review purchase requisition", this is used to qualify and review the content of the PR.
    You just need to add this task as the first task within the Workflow and assign it the the system admin.
     
    So the original requester can submit the PR and it will be assiged first to the Sysadmin to review in that first step. The the Sysadmin can approve and forward to the next WF task (may be for approval) or he can reject to the submitter. 
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Requisition workflow submission and approval
    Hi,
    This is a bit different from the standard process, and you need a little custom development to help you complete this requirement. You can add a condition to the workflow to allow only supervisors to submit purchase requisitions to the workflow, or add no condition and directly control the display of the submit button, allowing only supervisors to click the submit button.
    Best regards,
    Kevin

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