Vendor invoice Workflow - Prevent double approval for the same item

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Posted on by Jean_Frederic

Hi Community,

we have a scenario where a purchase order invoice is first sent to the person which issued the purchase order for approval. After that, the invoice is sent to the Teamlead according to the financial dimension CostCenter for the approval.

Now we have situations where the issuer of the purchase order itself is the teamlead or where team members forward their invoices directly to the teamlead in case of absence etc.

Is there any way to prevent the workflow from requesting the second approval (or make an outomatic approval) if the first approval was already done by the team lead? The solution mentioned here (https://www.linkedin.com/pulse/using-disallow-approval-submitter-parameter-d365fo-ax-hylke-britstra/) does not fit because the invoices are submitted by the finance department where the invoices arrive.

The solution also has to be somewhat dynamic because the teamleads can change and we don't want to update the workflow every time.

Thanks in advance

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Komi Siabi 13,253 Most Valuable Professional on at

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Salut Jean,

What you describe is not available out of the box. You might check with your developer on achieving it via customization.
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Bharath jain 1,594 Super User 2026 Season 1 on at

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Hi Jean,

The scenario you’ve outlined cannot be achieved using the default configurations or standard features of the system. To implement this requirement, you need to plan for customization.

Regards,

Bharath Jain