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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow bypassing steps
Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow bypassing steps

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Posted on by aliciaw 60

I have a AP Transaction workflow that I am testing, and it is skipping the steps. The first step is a document value of $2500, the second step is a doc value of $10k or less, the 3rd step is $100000 or less. I am listed on steps 1 and 3, I have another user/account on step 2. When I submit the workflow from a invoice of $11,000; it skips all steps stating no Action needed and then indicates that I am the Alternate Final Approval even though I have no alternate final approval listed. I wanted the WF to hit all steps so that each person in the budget area can see and reject the spend. Has anyone seen this or possibly know why it is doing this?

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Categories:
Microsoft Dynamics GP
  • Suggested answer
    Josh Page Profile Picture
    Josh Page on at
    RE: Workflow bypassing steps

    Hello Alicia,

    If you want the first two workflow steps to trigger, you would flip the table a little.

    With what you have setup based off your description. Step 1 only evaluates as needed if the document is 2500 or LESS with your document amount being 11,000 (more than 2500) it would evaluate false and skip the step.

    So if you wanted step 1 and 2 to be evaluated as true you would do the following.

    Step 1) 2500 or MORE (unless you ALWAYS want it to evaluate true no matter how much the document is for in which case you can set the step to always required)

    Step 2) This step is a child step of step 1 10000 or MORE.

    Step 3) This step is a child step of step 2 100000 or MORE

    So with the setup above, the document you entered would evaluate true for step 1. After that was approved it would evaluate true for step 2. after it was approved on step 2, it would evaluate false for step 3 and would not need approval at that step.

  • aliciaw Profile Picture
    aliciaw 60 on at
    RE: Workflow bypassing steps

    I recreated the steps and I had a little better outcome but it is still skipping the first step in my test case where the value is less than equal to $2500 when the invoice is for $9,000. Is there a way for it to hit every step or would I need to add the $2500 approver to the <=$10k approval so that they see the invoice as well?

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