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Invoice Register Approval from Cost Centre Hierarchy

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Posted on by JCooky

Afternoon,

I'm looking to setup an Invoice Register workflow, where the invoice will route to the manager of the cost centre assigned as a financial dimension, but in addition will then use a signing limit should the owner of that cost centre not have sufficient rights to approve that amount. It would then go to the pool for posting.

Is this something that is feasible or should I look at alternatives? Any sort of guidance would be hugely appreciated!

Thanks and stay safe!

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Juanse 660 on at

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Hello,

this is certainly doable, you can specify conditions on amounts on the workflow editor. Do you have a workflow setup already for invoice registering? or are you doing this from scratch? either way this would some time to create and test, I suggest reaching out to your partner for help, or there are some blogs out there that can help you get started.

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Ludwig Reinhard Microsoft Employee on at

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Hi JCooky,

I created a number of blog posts such kind of workflows

Please see this and the subsequent posts: dynamicsax-fico.com/.../

Yet, what I don't use any more is the invoice register journal.

Why is it that you are still using this journal and not the pending vendor invoice form?

Best regards,

Ludwig

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JCooky 10 on at

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Hi Ludwig, Thanks so much for this

I've persuaded the client to use the invoice journal as opposed to the register, this is an accelerated go live and only for the AP module so they're not looking to use the pending invoice feature as it would require the procurement category setup. They're also using the Invoice journal for a different legal entity and like the feature.

Your blog was really helpful, the only issue im struggling with is the approval limits, E.g the first person it is assigned to within the cost centre may not be able to approve if the invoice is above say 10k.

I could do it with an exceptionally long workflow but that seems unmanageable in the future. Am I missing something that would escalate the invoice to another person?

Thanks!

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Anup Shah MSFT Microsoft Employee on at

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If you are still stuck please raise a Microsoft support ticket for further help in analysis.

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