Dynamics Community Forum Thread Details

"Purchase requisition expenditure reviewers" in a Purchase requisition Workflow

Hi,

I have to configure a purchase requisition Workflow for a client. The client wants us to configure a workflow where purchase requisitions exist with a project ID. In some cases, the Project Controller of the certain Project ID has to approve the submitted Purchase requisition. There are also some cases where a Project controller does not exist for the project and the Owner of the Cost Center has to approve. In order to fulfill the requirements of our client, I have to setup the "Purchase requisition expenditure reviewers" in the Procurement and Sourcing model - see screenshot below.

In the Workflow - Type of participant: Expenditure participant

But now I have a situation where a project controller and the owner of the Cost Center exists. If this happens, the document will be submitted by default to the project controller and owner of the Cost Center. Of course, I could use the singe approver method so that only one of them has to approve the Workflow. But this is not enough for our client. The client wants in this situation that by default only the project controller gets the Workflow.
I thought that I could configure a conditional decision where I could tell the system that if a Project Controller exists, it should sent the Workflow to the Project Controller. If this condition is false, the owner of the CostCenter should approve. Unfortunately, I think that this is not possible.

I do not know what to do here. How can I tell the Workflow that in such a case by default, only the Project Controller should get the submitted document/Workflow and not both together.
I know that there are other conditional decisions. For example by CategoryStatus, Accounting date, Approval amount, Requested date a.s.o.
But this is nothing what our client wants here. Has anyone some idea what I can do here? Is it not possible to configure the workflow such that only the Project Controller gets the Workflow?

Thanks for any help.

Best regards

DNC

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