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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / 2 level workflow in pr...
Finance | Project Operations, Human Resources, ...
Suggested answer

2 level workflow in procurement and sourcing

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Posted on by WORKFLOW ACTIVATION... 56

Dear Concern,

I have created purchase order workflow approval in procurement and sourcing module in AX2012 with two level of  approval .

Everything working fine , but issue is there when Approval at 2nd level reject the purchase order it goes to workflow originator for editing (this is fine & OK) , problem is workflow originator completed editing and then re-submit then workflow goes directly to 2nd level of authority to approve but i wanna it should go to 1st level of authority (it bypassed 1st level of approval authority if 2nd level reject )

Please help me out.

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza on at
    RE: 2 level workflow in procurement and sourcing

    Hello Abdul Majid,

    The functionality described is matching with current design of workflow in AX 2012 and D365FO. When originator resubmits - the workflow continues where it stopped. The same design is used in all workflows. Your expectation is "Recall + Submit" in the Re-submit functionality. But this you can achieve only through customization of the workflow. 

  • WORKFLOW ACTIVATION ERROR Profile Picture
    WORKFLOW ACTIVATION... 56 on at
    RE: 2 level workflow in procurement and sourcing

    xpo or screen shot ?

  • OsmanIstanbul Profile Picture
    OsmanIstanbul 2,814 on at
    RE: 2 level workflow in procurement and sourcing

    Hi,

    can you share your workflow, please?

  • WORKFLOW ACTIVATION ERROR Profile Picture
    WORKFLOW ACTIVATION... 56 on at
    RE: 2 level workflow in procurement and sourcing

    yes , 1st approver already approved Purchase order but if anything revised by user like price or quantity of PO then it should be first approved from 1st level rather than directly go to 2nd level

  • WORKFLOW ACTIVATION ERROR Profile Picture
    WORKFLOW ACTIVATION... 56 on at
    RE: 2 level workflow in procurement and sourcing

    Sure, but problem it on re-submitting it starts from 2nd level rather than 1st level

  • OsmanIstanbul Profile Picture
    OsmanIstanbul 2,814 on at
    RE: 2 level workflow in procurement and sourcing

    Hi,

    As I know, when an approver rejects it and the originator adjusts the amount and re-send it, it starts from the first level. Are you sure about that?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: 2 level workflow in procurement and sourcing

    Hi Abdul,

    Why is that?

    Didn't the 1st level approver already approve? Why you want him to approve again?

    Best regards,

    Ludwig

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