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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow escalation ma...
Finance | Project Operations, Human Resources, ...
Answered

Workflow escalation matrix Issue

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Posted on by MSandy 219

Hello,

We are on 10.0.16, PU40 version of D365FO.

We are facing one issue in Vendor invoice journal Workflow escalation matrix configuration.

Scenario:

1. Vendor invoice journal workflow approval by Approvers A,B,C with Completion policy (All approvals).

2. There are three Escalation matrix Approvers D,E,F.

Is it possible to configure like Approver A Escalation (If A didn't approve, it should only go to D) only to D, B Escalation only to E and C Escalation only to F.

Thanks,

Sandeep

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi Sandeep,

    Out of the box, this is not possible. You can manually re-assign to another user. Probably you can automate this re-assignment with help of a customization.

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza on at

    Hi MSandy,

    Or you can setup Parallel processing in workflow. Assign each branch to one user and within that you can setup also different escalations.

  • MSandy Profile Picture
    MSandy 219 on at

    Thanks for response Andre!

    Could you please guide me with the related Tables or classes where i can do the customizations or with any code snippets.

    Thanks

  • MSandy Profile Picture
    MSandy 219 on at

    Thanks for your response Michal!

    Considering the primary approvers, we are unable to proceed with groups and parallel processing.

    According to you as per my understanding i should make groups like (A,D) (B,E) (C,F) but Primary approvers in workflow are A,B,C.

    Kindly elaborate more if i am wrong.

  • Verified answer
    Michal Krejza Profile Picture
    Michal Krejza on at

    Hi MSandy,

    I would create 3 parallel branches, each assign to users A, B and C as primary approvers. Users will get work item assigned and approval from all of them is needed to get the journal approved. 

    And on each branch you can setup separate escalation. A > D ; B > E and C > F.

    Suggested setup would work for direct assignment to users A,B,C and in case All approvals are required. 

  • MSandy Profile Picture
    MSandy 219 on at

    Thanks Michal! The provided solution worked for me.

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