web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Purchase requisition a...
Microsoft Dynamics AX (Archived)

Purchase requisition approval setup

(0) ShareShare
ReportReport
Posted on by Community Member

Hi ,

I am trying to create a purchase requisition workflow in ax 2012 with multiple approval levels depending on the total amount. My requirement is

1. if total amount is <$10,000 then only project manager's approval is needed

2. if total amount is >$10,000 and <$50,000 then it needs approval from PM and accounting manager/finance

3. if total amount is >$50,000 then it needs approval from PM, accounting manager/finance and operations manager

I have tried to configure the workflow using 'purchase requisition expense reviewer' setup but it only provides project manager field for selection. Please let me know how to configure this workflow.

I appreciate your help. Thank you.

Regards

Amrendra

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    This is possible when 3 branches are leveraged in the workflow.

    Each branch is a sub branch of other one starting with topmost for checking $10,000 limit and accordingly creating a approval with single step.

    In the 2nd branch when validating condition for $10,000 and $50,000, approval needs to have 2 steps and likewise for last branch with 3 approval steps.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    As well as suggested above you should try creating a user group for the finance manager and operations manager levels and using 'participant', 'user group' to assign the user group to the approval step.

    The setup could look like the example I've setup below. 

    .1680.Capture4.PNG

  • Community Member Profile Picture
    Community Member on at

    Thank you Rahul. This works perfectly for me.

  • Community Member Profile Picture
    Community Member on at

    Thanks a ton Bruce.

  • Mohammad Ismail Profile Picture
    Mohammad Ismail 162 on at

    Hi Amrendra plz can you guide me how you select total purchase requisition for all lines?

  • shuhaib Profile Picture
    shuhaib 339 on at

    Which field is used for PR total amount ?

    I tried with PR.Netamount ,NO luck .

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 16

#2
GiacomoRovai Profile Picture

GiacomoRovai 4

#3
Douglas Noel Profile Picture

Douglas Noel 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans