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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase Order Approva...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase Order Approval Workflow - Automatic actions for different vendors

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Posted on by Sara Wehmann 10

Hi all,

I am currently using the Purchase Order Approval Workflow via the Procurement & Sourcing workflow in D365 Finance and Operations. Currently, the workflow is working for only one specific vendor (for example V0001) and has an automatic approval action when the net amount is < 10 000 USD. We would like to set up the following situation:

- Purchase Orders for V0001 will automatically be accepted when the net amount is < 10 000 USD

- Purchase Orders for V0002 will automatically be accepted when the net amount is < 30 000 USD

- More options to add another vendor with another automatic action rule

Is it possible to set this up?

Thanks for the help.

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  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,730 on at

    Hi Sara W,

    I wonder why such business requirement? Because you could have thousands of vendors in your LE. But that does not mean you should create separate condition in workflow for each vendor.

    Answer to your question is.. this is possible to set in workflow for each vendor. You can use conditional decision.

    pastedimage1673762256800v6.png

    You can also determine to combine such condition with any specific vendor group along with their common currency (such as USD). Just use 'And' 'Or' as per the requirement.

    pastedimage1673761932301v5.png

    And if this condition fails for that vendor or vendor group/groups, then you can set the manual approval node also in next step.

    Major drawback: You need to set multiple such nodes in the workflow for different vendor/vendor group.

    Instead.. you can set below condition where purchase order balance is < USD 1000.00

    Advantage of it is, it won't consider/applied to any specific vendor or even vendor group. Whenever the PO total value is less than USD 1000, system will auto approve that PO.

    pastedimage1673761556852v3.png

    Same condition you can set for review task as well.

    pastedimage1673762467172v7.png

    Regards,
    Sourav

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