Purchase requisition workflow (requester)

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Posted on by Gilbert Khayat

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I set up the workflow and its working for me.

The preparer is different than the requester however even though the requester signing limit > than the Purchase Requisition the workflow is always requesting approval from the requester's manager. knowing that the requester approval spending or signing limit is smaller than the purchase req. approval amount.

Preparer A / Requester B

B signing limit 10,000

A: does not have signing limit however A (Preparer) has the permission to create PR for B (requester)

B: reports to D

Purchase requisition for $2,000.00 (approval amount)

Workflow request approval from D, why? is there a way that the approval process starts by requesting approval from requester if the signing limit is greater than the PR approval amount?

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Financial Management

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Ludwig Reinhard Microsoft Employee on at

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Hi,

How did you setup the workflow task assignment and have you defined a hierarchy in D365Fo that relates the different people together? Maybe something is not ok with the setup of your jobs, positions and employees. I would recommend that you double check that.

Best regards,

Ludwig

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Gilbert Khayat 3,254 on at

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Thank you let me go through the Hierarchy again

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Ludwig Reinhard Microsoft Employee on at

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Hi Georgek,

Have you been able to get this fixed?

Is there a problem with the hierarchy...?

Best regards,

Ludwig

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Gilbert Khayat 3,254 on at

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Assignment is defined by managerial Hierarchy. And I don't see anything in the hierarchy missing.

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fatihgork 3,817 on at

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Hi,

This is possible but it requires 2 setups in the related approval element in workflow configuration.

Automatic approval, if requester's spending limit is higher than purchase requisition's approval amount.

Run user approval step only if purchase requisition's approval amount is higher than requester's spending limit.

For #1, simply go to your approval element and click "Automatic actions" add a condition like below and save it.

For #2, double click your approval element and locate approval request steps in it. Click "Condition" on top and add a condition like below and save it.

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