Microsoft Dynamics AX (Archived)

approval if over budget

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Posted on by agus

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Hi expert,

I'm using budget module, I have configured expense Accounts, let say $ 1.000

now, Creating PO which is line item amount $1.100. normally in PO workflow I submitted from Creator>>Procurement Manager. But when over budget, I want to submit from Creator>>ACCOUNTING MANAGER>>then Procurement Manager.

how can I make setup this workflow for accounting manager ?

because recently, when I create PO, warning exceed budget appear.

Thanks in advice

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agus 1,162 on at

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RE: approval if over budget

ooh ok ludwig, thanks for your advice.

i'll make some modification this case.
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Ludwig Reinhard Microsoft Employee on at

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RE: approval if over budget

Hi Agus,

I checked the setup options and believe that this cannot be realized without making a system modification.

By setting up signing limit policies you can setup your PO workflow based on approval and spending limits for actual data but I have not found anything that would allow me doing that for budget data.

Maybe sit down with a development colleague and see whether he/she can help you with this request.

All the best,

Ludwig
agus 1,162 on at

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RE: approval if over budget

Hi Ludwig,

refer to Procurement and sourcing/Setup/Procurement and sourcing workflows, with name is Purchase order workflow.

I need some condition, if over budget, must approved by ACCOUNTING MANAGER first.

thanks in advice
Ludwig Reinhard Microsoft Employee on at

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RE: approval if over budget

Hello Agus, Can you let us know which workflow you are exactly referring to? There are several PO related workflows available in the Accounts Payable and Procurement & Sourcing modules. Would be great if you could let us know which workflow you are using (workflow name & type). Thanks, Ludwig