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D365 F&O Workflow - Can an approver add a justification when doing an approval from a line item work flow?

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Posted on by DHDL

I have setup a policy to require an additional justification for mileage amount but in the workflow when it sends it to the line level approver they do not have the opportunity to enter a justification. But it allows the line level approver to do the approval without any a justification, the workflow moves it to the next approver which is coming from a managerial hierarchy approver at the expense report level. That approver receives the approval but can't do it at that time because of the policy which says since the previous approver did not put in a justification it will not allow the current approver to approve the workflow.

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Kevin Xia Microsoft Employee on at

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Hi,

Depending on the problem you described, it is possible that the workflow does not support custom adding fields, which means that your need to add a justification field during approval may not be realized. Can you provide some screenshots or detailed steps to help us troubleshoot?

Best Regards,

Kevin

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saurabh bharti 15,039 Moderator on at

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Hi,

Is it not possible that you enable justification field at line level and make it mandatory on Expense report field configuration under setup?

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DHDL 15 on at

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Thanks for your response. Yes we do have the additional justification setup with a policy. Also have it set at the line level. See below. Is there anything else you have to do to make the mandatory field show up at the line level for the line approver?

We made the Reason mandatory, but the justification box only pops up if the policy is called.

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DHDL 15 on at

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Thanks for your response. Yes we do have the additional justification setup with a policy. Also have it set at the line level. See below. Is there anything else you have to do to make the mandatory field show up at the line level for the line approver? We have Evaluate Expense Policy On Line Save setup.

We made the Reason mandatory, but the justification box only pops up if the policy is called.

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