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Supply chain | Supply Chain Management, Commerce
Answered

Approve multiple PO lines at once when executing PO line approval workflow

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Posted on by 406
Hi Experts,
 
I have a case where I need to route each PO lines of one PO to different approvers based on cost centers. There are two scenarios:
  • All 10 PO lines routed to 1 approver. (1)
  • Each approver will need to approve 1-2 PO lines. (2)
The second case is that, 1 PO can buying for different purposes, so it need to go through different approvers. However, what if all 10/10 lines or 9/10 lines needs approving by only one approver? Does the system support to approve these line at once.
 
Thank you and best regards,
 
I have the same question (0)
  • Suggested answer
    Zain Mehmood Profile Picture
    4,189 Most Valuable Professional on at

    Hi,

    Yes, this scenario is supported using Line-item workflow for Purchase Orders in D365 Finance and Operations.

    To achieve your use case:

     

    Use Purchase Order Line Workflow instead of the header-level workflow.

     

    Set the workflow condition based on the financial dimensions (e.g., Cost Center) on the PO line's accounting distribution.

     

    Each line can be routed to a different approver depending on the cost center. For your second question:

    If multiple lines are assigned to the same approver, I think so the system groups them, and the approver can approve all lines in a single action, without needing to approve them one by one. But you need to check this, ill go through myself too. 

    Best regards,

    Zain

  • PT-01100339-0 Profile Picture
    406 on at
    Hi Zain,
     
    Yes, I have already config the PO line level workflow.
    However, I see nowhere to approve all lines in a single action. 
  • Suggested answer
    Danny Bilodeau Profile Picture
    4,934 Super User 2026 Season 1 on at
    Hi, 
    Workflow will assign "Work Items" to approvers. When you explode PO into PO lines for approval, the individual lines become different approval work items.  
     
    In User Option, a user can "Group" the line notifications to reduce the number of notifications. But he or she will still be required to take action on the individual work items.
     
     
     
  • PT-01100339-0 Profile Picture
    406 on at
    Hi Danny,
    That's exactly what I mean. So, there is no way to approve multiple PO lines at once??
  • Verified answer
    Danny Bilodeau Profile Picture
    4,934 Super User 2026 Season 1 on at
    Unfortunately no.
  • PT-01100339-0 Profile Picture
    406 on at
    Yes. Thank you so much!

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