Workflow Approval - responsible person depends on combination of financial dimensions

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Posted on by 72camaross

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Hey,

I'm trying to build workflows in D365fo finance modules and I hit a scenario where I can't use the department owner assigned to the Department Financial Dimension because the owner depends on the Department Dimension and the Location Dimension.

Sally is responsible for department 10 location 5

John is responsible for department 10 location 8

Is there a nice way to configure the workflow to handle these scenarios?

I can't use the department owner field because it depends on location.

I can't assign to the location owner field because each department/location combination will be someone different.

Thoughts?

Thanks

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Dynamics 365 Finance

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Jonas "Jones" Melgaard 4,919 Most Valuable Professional on at

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What kind of workflow is it? I assume it's related to some type of purchase expenditure.

I don’t recall seeing a way to do this in the standard application, other than using conditions in the workflow that looks at dimension value combinations. However, this might become messy fairly quickly.

Otherwise, you may need a customization so you can define ownership based on dimension combinations. I favor this option since it allows you to use data within F&O—though I may be biased as I’m a developer by trade.

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72camaross 320 on at

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Thanks @Jonas "Jones" "Melgaard.

You are correct, the standard application becomes very messy very quickly. You would have conditionals for every combination of department/location.

I agree with your customization. The customization would need to be able to look up that stuff and have a reference to the correct employee for each one. Still a ton of maintenance but it's doable.

So far, I have had no luck finding anything within the system and am not sure I am going to.

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