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Finance | Project Operations, Human Resources, ...
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Workflow approval in procurement module

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Posted on by 35

Hi Guys,

After my colleague submits the Purchase Requisition for approval, I am not able to approve it. I think there's a problem with our procurement workflow.

Procurement-approval-_2800_2_29005F00_LI.jpg

But the workflow user has been assigned to me also "zuraij". 

workflow-users.JPG completion-policy.JPG

Please let me know what I should do to fix this. or if anyone could help me create a new workflow from scratch, I would appreciate it very much.

Thanks in advance,

Zuraij

  • Suggested answer
    saransh321 Profile Picture
    212 on at
    RE: Workflow approval in procurement module

    Dear mzuraij

    The issue as explained by Dr. Ludwig is the additional rights to the user.

    Were you able to solve it? If yes Please tick it as answered that will help others

  • Verified answer
    VitoSki Profile Picture
    59 on at
    RE: Workflow approval in procurement module

    Hi Mzuraij,

    It looks like the user don't have appropriate security configured.

    Make sure the user have relevant role/duty/privilege i.e. Purchasing agent/Manager granted to approve workflow work items as well as user relations configured.

    Hope this helps.

    V

  • Suggested answer
    faiz7049 Profile Picture
    2,215 on at
    RE: Workflow approval in procurement module

    Hi Zuraij,

    Please check below link and follow it and I supposed this is because of user privileges restriction  or Firewall blocking it.

    Workflow -> Stopped (error): X++ Exception: Failed to create a session; confirm that the user has the proper privileges to log on to Microsoft Dynamics. | Malaysia C# Developer and Writing Blog (wordpress.com)

    Regards,

    Syed Faiz Abbas

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Workflow approval in procurement module

    Hi,

    Many thanks for sharing this information.

    Can you please ask a colleague who has more user rights to test this process?

    Alternatively, can you ask your IT to give you more rights to test this process?

    Best regards,

    Ludwig

  • mzuraij Profile Picture
    35 on at
    RE: Workflow approval in procurement module

    Hi All,

    I have attached the workflow history and workflow diagram which was created by our developer. please advise.

    0334.workflow-history.JPG workflow-diagram.JPG 

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Workflow approval in procurement module

    Hello Zuraij,

    Can you share details of the workflow history.

    It might be the case that the workflow got stock somewhere along the way.

    Many thanks and best regards,

    Ludwig

  • Fernando Villaman Profile Picture
    404 on at
    RE: Workflow approval in procurement module

    You should check the workflow history and check if the workflow batch processes are running correctly. In the workflow history you can check if ist assigned to you, if it crashed or if it stuck somewhere.

    Please send us the workflow history so we can check it with you

  • Suggested answer
    Michal Krejza Profile Picture
    on at
    RE: Workflow approval in procurement module

    Hi mzuraij,

    When user submits document to workflow, system creates workflow instance. Could you check the workflow instance and check the workflow history ? Is there any error message in the workflow processing ? Is the workflow batch job running ?

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