Dynamics Community Forum Thread Details

how to set up purchase order approval workflow in Dynamics 365

Hi all, I am trying to set up the approval workflow, and feels like hitting the dead end. My company’s approval work flow process is like this:


Company approval work flow
	Incoming PO value		80	800	4000
Title	Approval limit	Approver	↓	↓	↓
Level 1	100	Level 2	Approve	Approve	Approve
Level 2	1000	Level 3		Approve	Approve
Level 3	Unlimited				Approve

Fig 1

And currently dynamics 365’s approval work flow is like this:

Dynamics approval work flow
Dynamics approval work flow
	Incoming PO value		80	800	4000
Title	Approval limit	Approver	↓	↓	↓
Level 1	100	Level 2	Approve
Level 2	1000	Level 3		Approve
Level 3	Unlimited				Approve

Fig 2

Are there any ways to set it up so the approval work flow is like fig 1?

When I looked into the workflow settings, there is Approval Chain functionality, which sends approval request to all approver up to approval limit, but only allows the approver with the correct limit to approve it, which I though it renders the whole functionality useless?

Can anyone kindly let me know what I can do to set the approval process up so it reflect the fig 1?

Categories:

Purchasing

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