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Spending limit workflow for Purchase requisition

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Posted on by CU13032032-0

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I am using spending limit for my purchase requisition workflow

In my policy I have an approval amount of 1000$ and spending amount of 200 $

In my workflow I have setup that if employee's approval limit is more than the PR approval amount then the workflow should autoapprove

But when I create a PR and the amount is below my approval limit, it still goes to the next approver.

Ami I missing any configuration? I want the system to auto approve if the Purchase requisition is within my limits? How to achieve that?

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Dynamics 365 Supply Chain Management

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Paolo Cecchelli 789 Super User 2026 Season 2 on at

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Hi,
I think that you are confusing the approval limit and the spending limit. Spending limit indicates how much an approver can auto-approve and you set it up on the automatic action of the approval step in a way like “Purchase requisition.Approval amount < Purchase requisition.Requestr's spending limit” then take automatic action of Approve (see this link for an example https://ellipsesolutions.com/dynamics-365-signing-limits-purchase-requisition-workflow/ ).
In the stop condition inside the step that you shared instead you use the Approval limit instead (not the spending limit) to tell the system when to stop looking for new approvers in the hierarchy in this way “Purchase requisition.Approval limit ≥ Purchase requisition.Approval amount” so that the system stops when the approver has the right approval limits (this article, among others, for reference
https://www.linkedin.com/pulse/purchase-req-workflow-approvals-based-signing-limits-hierarchy-varma?utm_source=share&utm_medium=member_android&utm_campaign=share_via ).
This is how I believe is the correct setup and how I have always set it up.

Hope it helps, let me know if something is not clear
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Navneeth Nagrajan 2,699 Super User 2026 Season 2 on at

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Hi @CU13032032-0,
As Paolo rightly said, the logic of Approval limit versus spending limit should be the other way round. The condition should be Employee.Approval limit.PurchaseRequisition < Purchase rquisitions.ApprovalLimit.
Spending limit often called as spending amount is the maximum the employee is authorized to spend/create without needing some one else to approve.
Approval Limit is the maximum amount a person is authorized to approve when a document is routed to them.
To add to the suggestions provided by Paolo,
- Use the requester/Preparer's spending limit field for auto-approval decisions not the approval limit of the next person. The additional greater than condition is required for sure for next level approval processing.
- Ensure you activate a new version of the workflow after implementing this change.

Hope this helps.
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André Arnaud de Cal... 307,314 Super User 2026 Season 2 on at

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Hi,
The condition here is the stop condition for finding people in the position hierarchy. This is not the place for putting a condition when to auto-approve or not.
A common stop condition is usually the number of levels to evaluate. Then the signing limits will be checked for which persons to assign or skip.
You will need another condition before this approval step to manage the auto approval based on this condition.
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SoumitraforD365 290 Super User 2026 Season 2 on at

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Hi @CU13032032-0
Can you try with below condition.
Preparer.Spending limit.Purchase requisition >= Purchase requisitions.Approval amount
Also check if the Auto approval is configurred.
Auto-approval is a separate, purpose-built feature. On the approval element:
Right-click the Approve purchase requisition element (or the Step inside it) > Properties
Go to Basic settings
Tick Enable automatic actions
Set the condition
Set Select the action to perform = Approve
Thanks.