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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Approval Work...
Small and medium business | Business Central, N...
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Purchase Approval Workflow - Approval Limits based on Budget

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Posted on by stephenm171 123

Trying to build a purchase order approval workflow that caters for different amount limits based on whether the cost is budgeted or not.

There is a hierarchy of amount limits for various managers - with unbudgeted costs/capital purchases having a lower limit for the same manager than their limit for budgeted costs

eg.

CFO - budgeted cost limit - $200K, unbudgeted cost limit - $100K

BDM - budgeted cost limit - $100K, unbudgeted cost limit - $50K

Principal Engineer - budgeted cost limit $50K, and unbudgeted cost limit - $25K

Accountant - budgeted cost limit $20K, and unbudgeted cost limit - $10K

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purchase Approval Workflow - Approval Limits based on Budget

    Josh,

    This is a excellent and needed APP for this functional area. Would love to see it when you finish.

    Thanks,

    Steve

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Purchase Approval Workflow - Approval Limits based on Budget

    A categorised logic will not exist OOTB. I’m currently working on an app that caters for this type of scenario. A reference point is needed for the budget value so we are using G/L budgets. Scope covers items as well though through the purchase account from GL posting setup.

    In general if you want to do something outside of the boundaries of the standard of BC’s in built workflow, I’d review power automate. With PA you can define conditions. Your condition check could just be based on whether it is a budgeted or unbudgeted amount. That logic will of course need to be store in BC and passed to PA or it has some where to check it. Still feel like it would be bespoke to keep it slick

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