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Finance | Project Operations, Human Resources, ...
Answered

PO workflow Report

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Posted on by 164

How to generate a report of POs with pending approval level, I want to know how many POs are pending to which user.

I have the same question (0)
  • Ajay  Dhingra Profile Picture
    on at

    Hi ,

    You may create a System View  based on your business requirement  as below and you can use the same View in a Dashboard as well. Hope this will help.

    7380.pastedimage1589160553561v1.png

  • Nawid Profile Picture
    164 on at

    in dynamic 365 finance and operation

  • Henry J. Profile Picture
    5,237 on at

    Moved this thread to the Dynamics 365 Finance forum.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello ahmad,

    Which version you are using?

    You can check this report which is standard and available in Organization administration > Workflow > Workflow history.

    But this report will not give you the detail like, pending with which user as you are expecting. You can check if you can add a new column called "User" through personalization or not. If not possible, then you can ask the developer to add a new column in this report to display the pending user name.

    You will find the details of pending user from the workflow history page itself. Below link looks similar discussion on the same.

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/209928/list-of-pending-workflows-for-a-particular-user-from-admin-login?pifragment-96834=1

    Else; you can create a new report and add the same details there.

    In one of my implementation; we had the same requirement and we just created a new report named as Workflow pending item list. If you look at this report, you will see the "Submitted by" and "Pending with" details.

    2514.JPG

    For your understanding, I have attached the excel format too.

    [View:/cfs-file/__key/communityserver-discussions-components-files/765/Workflow-Pending-Item-List.xlsx]

    Kindly check and provide your feedback.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello ahmad,

    Appreciate if you kindly go through the suggestions made on this thread and verify it, if helps you to draft the next action plan to follow on this case.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Nawid Profile Picture
    164 on at

    Hi Sourav Dam

    Thanks for your suggestion

    could you please help me to find the pending approval level or user in workflow history advanced filter

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello ahmad,

    You can pick the pending approval user from the Work items section in workflow history as shown below and display in the report.

    21506.JPG

    Kindly check and update the Forum.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Nawid Profile Picture
    164 on at

    Hello Sourav Dam,

    in this way I have to go to each PO workflow individually, I need a report to show me the in review POs with the pending user (the workflow is pending to whom)

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good morning ahmad,

    I am not aware of a report that contains the information that you are looking for.

    You thus have to create it yourself, i.e. you will need a developer doing that for you.

    Best regards,

    Ludwig

  • SouravDam Profile Picture
    11,730 on at

    Hello ahmad,

    From Work items section I believe you can easily pick the user record whoever is pending with. No need to check for every PO!

    Else another way to pick the 'pending with' user record is from the Tracking details list in workflow history.

    Better explain the same to the developer to get this done. We have already customized similar report as I mentioned in this thread before. Hope this will help you to fix too.

    55855.JPG

    Kindly check and update the Forum.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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