Workflow Approvals going to multiple department owners

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Posted on by simonsmith101

We require workflow to go to the department owner from the financial dimension "department" in the PO header.

We have set this up in the workflow

Unfortunately if the lines have different departments it will send the workflow to multiple department owners.

Does anyone have any suggestions to make the workflow ONLY go to the department owner in the PO Header?

Thanks

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MATTGUO 22,351 Moderator on at

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Hi Simon,

The expenditure participants will retrieve all users in PO lines instead of the PO header. It should not meet your requirement.

The alternative solution is to use multiple conditions of the department financial dimension in header to select the approver.

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Michal Krejza Microsoft Employee on at

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Hi Simon,

You haven't mentioned that, but I assume you are using line level workflow in your scenario. When you use line level workflow and Expenditure participant > system will really use dimensions from lines and assign to Dimensions owners from line.

The suggestion recommended by Mat will work, but basically you duplicate Dimension owner setup in workflow. I would rather recommend to use Expenditure participant in Purchase order header workflow - this will create one work item for Department owner from header, and it is up to the user to review all lines. In my opinion it is better to have one work item for such a job, rather than 10 work items for each line. But all depends on your business needs.

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simonsmith101 2 on at

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Thanks

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simonsmith101 2 on at

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Hi Michal,

No the workflow is not line level approval. It looks at the department in the header but then if there are multiple lines with different departments it will send the WF to the owners for the lines NOT just the header. What you suggest is exactly what we are trying to achieve but unfortunately its sending it to multiple department owners .

Thanks again Simon

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simonsmith101 2 on at

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Hi Michal,

No the workflow is not line level approval. It looks at the department in the header but then if there are multiple lines with different departments it will send the WF to the owners for the lines NOT just the header. What you suggest is exactly what we are trying to achieve but unfortunately its sending it to multiple department owners .

Thanks again Simon

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