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Supply chain | Supply Chain Management, Commerce
Suggested answer

The Recall Button In the purchase order workflow

Posted on by 137

Dears,

I hope everyone is doing well.

kindly i have a question about the Purchase order workflow,

can we disable the recall button of the workflow for all users except the originator or the creator of the purchase order.

do we have any option to prevent this option for the others?

regards 

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: The Recall Button In the purchase order workflow

    Hi Karim,

    If it is about the recall, please explain if a user not having the system administrator role is able to recall someone else's workflow instance and what steps he performs to do this.

  • Karim Elshafie Profile Picture
    Karim Elshafie 137 on at
    RE: The Recall Button In the purchase order workflow

    No, it's a recall to the workflow

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: The Recall Button In the purchase order workflow

    Hi Karim,

    If I understand your reply, then this is not a workflow recall, but a change request on the purchase order, correct?

  • Karim Elshafie Profile Picture
    Karim Elshafie 137 on at
    RE: The Recall Button In the purchase order workflow

    Hi Andre

    Actually, i had some doubts about what you said, and i have checked it by me as a system administrator. and i did it without any issue it accepted the recall and the edit as well for the PO's data. so, i went to use a username with purchase roles and he did it normally.

    it wasn't just a recall, but he could update and resubmit the order again without any changes in the (created by, requested, and Mofied by) fields.!!  it has the original data without any updates.

    so, the current status is, anyone can recall the PO and submit it again and you will not be able to track his user who did it. it's a crise.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: The Recall Button In the purchase order workflow

    Hi Karim,

    Out of the box, only the submitter can cancel the workflow. In addition, system administrator and the Information technology manager can manage workflows. For that reason, they can recall the workflow as well.

    IF the submitter of the workflow is the same as the creator of the workflow, your requirement is already standard.

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: The Recall Button In the purchase order workflow

    Hi Karim,

    The following links mentioned that solution can be providing access of Cancel Menu of item of your workflow to Current Role of user. Note that “Recall” is represented by Cancel menu item of workflow. These menu items are generated at time of workflow development. Please check out old threads, hope these will be helpful.

    Recall button on Sales order work Flow - Microsoft Dynamics AX Forum Community Forum

    Workflow recall menu option access - Dynamics 365 Finance Forum Community Forum

    Best Regards,

    Hana

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,547 Super User 2024 Season 1 on at
    RE: The Recall Button In the purchase order workflow

    Hi Karim, Please check this article. You can check debug PurchTableTemplateEventHandler class and CoC on cancelled method.

    community.dynamics.com/.../how-to-deactivate-a-specific-action-of-a-workflow

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