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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Expense Report Approva...
Microsoft Dynamics AX (Archived)

Expense Report Approval Workflow

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Posted on by Maciej Wawrzynowski 5

Hello,

I have some problems with simpliest approval workflow for Expense Reports. My workflow will be based on Managerial Hierarchy, working on Signing Limits.
Employee - signing limit 0 USD
Manager 1 - signing limit 2000 USD
Manager 2 - signing limit 10000 USD

Signing limits and hierarchy, positions, jobs are set up in the same company.

Workflow starts from Employee, and stops when "Employee.Approval limit.Expense report" >= "Expense reports.Total expense report amount". It will be assigned to all users retrieved.

It is logically correct, but not seems to work.
Expense report with 500 USD, send to Manager 1, approved, and then send to Manager 2 (but it shouldn't)
Expense report with 2500 USD, send to Manager 1, approved and then send to Manager 2 (so its fine in this case).

It seems that workflow send expense reports to approval to every manager in Hierarchy branch, which is wrong. Like stop condition does not work.

Does anyone have similiar issue?

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Maciej Wawrzynowski,

    What AX2012 version do you run?

    Have you checked LCS for available hotfixes?

    Ludwig

  • Maciej Wawrzynowski Profile Picture
    Maciej Wawrzynowski 5 on at

    Hi Ludwig,

    We run AX2012 R3 CU8 with some hotfixes from CU9 and 10.

    I will check LCS, but I thought its something with my logic (or understanding of workflow mechanisms).

  • Gozie Ifediora Profile Picture
    Gozie Ifediora 85 on at

    Hello Maciej Wawrzynowski,

    Your setup seems to be fine. Just a check-up, could you please ensure the signing limits are under "Approval Amount" column in the default signing limit setup. This is just to ensure it is not mistakenly put under "spending amount" which serves a different purpose. Also, check to see that the currency used in the signing limit is the same as the transaction currency. There is no problem if they are not same but you will then have to put currency conversion into consideration before determining if the workflow should actually stop after the first approval or not. Finally, ensure you are using "Job" for your signing limit setup.

    Kindly let us know the outcome of these verifications...

  • Maciej Wawrzynowski Profile Picture
    Maciej Wawrzynowski 5 on at

    1. Signing limits are set as Approval Amount for "Expense report" document type

    2. Currency of Signing limits and Expense reports are the same

    3. Jobs in signing limits are correctly set up with correct posions and correct users

    Thank you for your answer, but this part of setup looks fine. I'm searching trough LCS for any hint about hotfix (if this is code issue).

  • O.Emmanuel Profile Picture
    O.Emmanuel 28 on at

    Hello Maciej, 

    I have same issue with my signing limit workflow. How did you get this resolved please. 

    Thank you. 

  • Maciej Wawrzynowski Profile Picture
    Maciej Wawrzynowski 5 on at

    Problem was wrong logic on approval step. I do not have AX2012 available to check the settings, but there is possibility to setup stop condition. This condition is evaluated after each iteration, so system work a little bit like this:

    1. Assign to first manager

    2. Manager approves

    3. Evaluate stop condition

    4. Assign to next manager

    So if you need to setup stop condition that amount is same or smaller that signing limit. Then after evaluation of this condition, system will stop after first manager. I hope it will help, I solved this issue 5 years ago, I don't rembember exatly :)

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