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Finance | Project Operations, Human Resources, ...
Suggested answer

Many Signing limit

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Hi,

We need to set a signing limit for certain jobs.

Some managers need 2 set of signing limits,

1- When they need to approve purchase requisitions document (for office suppliers), let's say $5,000 
2- When they need to approve purchase orders (for sellable items), let's say $100,000

Position is linked to a specific Job and the signing limit looks to the Job. 
Is there any way how to set 2 signing limits for on job

Thank you !
Kamel.
Business Analyst 

  • Finance and operations Profile Picture
    on at
    RE: Many Signing limit

    Please ignore, I was able to set requisition and purchase order with 2 different signing limit.

  • Finance and operations Profile Picture
    on at
    RE: Many Signing limit

    Hi Charlotte,

    This is the objective, but the system has a validation and expecting seeing one job per signing limit.

    For the same job: I set $10,000 for requisitions and $135,000 for purchase orders. The system did not accept. 

    pastedimage1676427964607v1.png

    Any workaround.

    I though of creating 2 set of Signing limits 

    Thank you !

    Kamel Sadek

  • Suggested answer
    Charlotte X Profile Picture
    on at
    RE: Many Signing limit

    Hi Kamel,

    Signing limits depend on the transaction type, purchase requisitions and purchase orders can have different signing limits.

    Please refer to this blog:

    Workflow Signing Limit [Purchase order] in Microsoft Dynamics 365 finance and Operations: Part-3 – Explore Microsoft Dynamics 365 Finance and Operations Together (home.blog)

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