web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Suggested Answer

How to distinguish between a PR in review and a PR in approval on the main screen of PR

(4) ShareShare
ReportReport
Posted on by 41
Hello,
 
Is there any standard solution that exists allowing to istinguish between PR in review and in approval on the main screen of all PR in D365?
 
Best regards,
Selina THOMAS

 
I have the same question (0)
  • Suggested answer
    H.M.Burhan Profile Picture
    390 Super User 2026 Season 1 on at
    Hi,
     
    Yes, you can distinguish the purchase requisition by applying a filter to the Status field.
     
     
    Additionally, the two workspaces are available to distinguish the purchase requisitions.

     
    Cheers,
    Burhan
  • Selina Thomas Profile Picture
    41 on at
    Hello Burhan,
     
    Thank you so much  for the quick feedback and proposition.
    However, I checked but even though the PR is in approval, on the main screen of PR, it is displayed as in review.
    So it is difficult to know if the PR is really in review or in approval (not yet approved).
     
    With the 2 options proposed, PR review showed all that are in review and the approved PR processing showed when it is approved.
    But not in approval or still awaiting for approval in workflow.
     
    Best regards,
    Selina THOMAS
  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    Hi Selina,
     
    Can you explain your definition and differences between in review and in approval? Is it about the workflow configuration where you have a review task or approval task?
  • Selina Thomas Profile Picture
    41 on at
    Hello Andre,
     
    Thank you for the feedback.
     
    Can you explain your definition and differences between in review and in approval? Is it about the workflow configuration where you have a review task or approval task?
     
    PR in review:
     
    When the client creates a PR, it goes to the procurement team where they accept the PR; add the vendor and price.
    This process is called the in review process where it is being reviewed by the Procurement team and once completed, they complete their actions.

    Once review actions is completed, the procurement submit the workflow for approval.
    Where there can be different level of approbation.
     
    However, when the PR is still going through the approval phase, the PR status still appears as "In review"  in the main screen.
     
    We want to be able to distinguish at the main screen, if the PR is still in real review or in approval.
    A bit like the PO process where you have 2 status.
     
    Thanking you in advance for your advice and help.
     
    Best regards,
    Selina THOMAS

     
  • Suggested answer
    SoumitraforD365 Profile Picture
    213 on at
    Hi Selina,

    As you mentioned, there is no option for the Status "not in approval or still awaiting for approval in workflow."

    System gives an option of Status "Draft", "In Review" and "Approved".

    When the Workflow is submitted for approval, the status is "In Review" but there is no such information like awaiting approval is not available.
    Moreover as Burhan mentioned we have separate form for 'Purchase requisition review" and "Approved Purchase requisition processing".
    The reason behind "Approved Purchase requisition processing" form is because it is the case where the action is taken manually to convert PR to PO.

    BR
    Soumi

     
  • Suggested answer
    Mallesh Deshapaga Profile Picture
    1,757 on at

    Hello,

    As per my understanding, you might be using a line-level workflow, for example, Purchase Requisition Review along with Purchase Requisition Line Review. That could be the reason for this behavior.

     
    Purchase requisition status
    Draft : The purchase requisition and purchase requisition line have been created
    In review : The purchase requisition lines have been submitted for review(Workflow)
    Approved : The review process for a purchase requisition line has been completed, and the line is approved.
  • Suggested answer
    Syed Haris Shah Profile Picture
    1,566 Super User 2026 Season 1 on at
     
    Currently, there is no option available in the Purchase Requisition master grid to directly display which PRs are "in Approval status".
    The only way to verify whether a PR is under approval is by reviewing the Workflow history for each individual PR.
     
    Alternatively, you can navigate to Common > Inquiries > Workflow > Workflow history, filter the document type to Purchase requisition, and review the records there. This inquiry allows you to identify PRs that are currently in Pending (approval) status.
     
    If you find this answer helpful, please consider verifying the answer. 👍
     
    Regards,
    Syed Haris Shah
  • Selina Thomas Profile Picture
    41 on at
    Hello All,
     
    Thank you so much for all proposed solution and feedback provided on this request.
     
    I shall discuss all with the client and will confirm the solution provided.
     
    Thank you again.
     
    Best regards,
    Selina THOMAS

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 287

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 212 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 145 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans