expenditure participant reviewers not finding department manager

(0) Share

Report

Posted on by Community Member

HI all,

I've set up my purchase requisition workflow to go to the 'expenditure participant' of 'Budget Hold', and in the expenditure reviewers set up just ticked the Department box in the project distributions fast tab. The Department has a manager assigned to it in the Internal organisations set up, but the workflow is stopping as it cannot equate Budget Hold to a user. Am I missing a link here somewhere?

thanks

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (0)

Sort by

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello AXfinance,

Can you share a screenprint of your expenditure participant setup?

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Was this reply helpful? Yes No
Suggested answer

Khaled Alloud 3,658 on at

Like (0)

Report
Copy link

Link copied!

Well at my company we use the same concept but the checkbox is in the Organization distribution and not Project.

In the expenditure reviewers set up try to tick the Department box in the Organization distributions fast tab, and not the Project fast tab

Best,

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report
Copy link

Link copied!

thanks TechNet says use the project tab if your requisition is on a project (which it is), or the organizational one if not, I will try it anyway.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

thanks but I cannot upload a picture, I'm getting an error when 'insert file/media' and the cut and paste doesn't work. The only box ticked in the one for Department on the project fast tab, where the company I am using is selected.

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello Axfinance,

Can you try uploading the screenprint again?

I cannot identify it.

Please save it first as a picture and then upload it through the 'use rich formatting' form.

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
Daxer Persson 3,005 on at

Like (0)

Report
Copy link

Link copied!

Does the project relate to a Department (with an owner)?

NB: possibly use project manager for user at the expenditure reviewer to see at all, that the project is found.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello AXFinance,

Please enter an owner for your financial dimension in the GL module and try again.

Best regards,

Ludwig

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Ludwig,

That works now, I thought department Manager was the 'owner'. once I found the other box it works.

Do you know if there's a way to use the accounting distributions to direct the workflow? We take default department dimensions from the employee raising the requisition rather than the project in some cases so the costs go to their own department. Therefore would like to get the owner of the department where it's going to post to approve the req'n?

I know this is a long shot but worth checking....

thanks

AXF

Was this reply helpful? Yes No