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Microsoft Dynamics AX (Archived)

signing limit default override-where to manage this in client?

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Posted on by Microsoft Employee

Hi I am trying to give a one off signing limit to an employee, without assigning everyone with her 'job' the same rights.  I set up the signing limit request workflow, and requested and got approved my signing limit request, but I can't see anywhere in AX client where I could view this as administrator.

I tested a purchase requisition, which ignored the new approved signing limit and went straight to the next person in the hierarchy (fail).  I am missing some config somewhere.

Where do I see and manage a list of who has what agreed signing limit override?  I don't want to use an 'agreement' if I don't have to.

thanks

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  • Gurunath Profile Picture
    Gurunath 30 on at
    RE: signing limit default override-where to manage this in client?

    Hi can you please help me how to configure and use the signing limits. I am looking for the below use case.

    Employee submits a Purchase order which will pass through the hierarchy and finds the the manager with appropriate approval limits based on the signing limits and get approved.

  • Danny Bilodeau Profile Picture
    Danny Bilodeau 4,058 Super User 2024 Season 1 on at
    RE: signing limit default override-where to manage this in client?

    Hi AXFinance, Pajanrothi is correct. As the Requestor, on the Employee Portal on the same Signing Limit Request page where you initially prepared request, you will be able to see your new Signing Limit amount in a FactBox on the right of the page.  If you are a manager, you will also be able to see the Limits for those who report to you in a FactBox. Other than these places, I think you will need to look in one of the related tables (HRPApprovedLimit).

    You probably did it correctly, but you have to make sure that your Purchase Requisition is dated within the effectivity dates of your new Signing Limit request; also, the Document type (Purchase Requisition) and the Limit type (Approval or Spending) have to be correctly selected to match your workflow condition.

    Good luck!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: signing limit default override-where to manage this in client?

    Hi,

    In ax2012, I think you can check only on EP page not rich client .

    In D365, go to Employee self service and check signing limit.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: signing limit default override-where to manage this in client?

    Thank you I have the signing limit policies set up, it is the approved overrides to the defaults I cannot see anywhere.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: signing limit default override-where to manage this in client?

    Hi ,

    Do you want to view Signing limit setup

    then Go to Organization administration -> Setup ->Signing limit -> Signing limit policies

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