Approval Workflow Delegation - Approval Limits

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Posted on by Frank Hamelly | MVP...

46,625 Super User 2025 Season 2

Is there a setting in F&O that limits the available delegates to those who have => approval limits as the person doing the delegation? If so, where is that configured? In the workflow itself or somewhere in the Approval hierarchy? Thanks in advance.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hello Frank,

How are you?

The delegation will only work successfully if the user is having approval limit in her/his profile.

Means if the original user is delegating the WF for another person, that person also need to have the correct setup such as user<->Employee setup, Job rule defined as pet the required setup.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Thanks Ramit. I forgot to mention in my first post that this is D365 Finance, Update 20.

I understand the delegation requires the delegate user to be setup properly as an Employee/Worker. What I hope to accomplish is this:

User A (Manager) has Signing limit of $25,000 for purchase requisition workflow

User B (Admin Asst) has Signing limit of $5,000 for PR workflow

User C (Director) has Signing limit of $50,000 for PR workflow

User A is going on vacation. I want User A to be able to select only another user who has => User A's signing limit. That would be User C in this case. If User A can select User B, then that will bypass and violate the Signing limit. Make sense?

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Ramit Paul 22,797 Most Valuable Professional on at

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I got your query now, you want system to prevent to delegate anyone who does not have correct limit or less than the limit.

My opinion is- system is still not intelligent to do this as of now to do this.

Other expert can shed light into it if this is possible, I shall follow the same.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Thanks Ramit. I'm glad we agree on this! I have a client who claims they had this capability and it stopped working at some time in the past, although they can't tell me when. They also say it was not a customization. I have looked all over the web and in the application to determine if this capability exists in F&O and keep coming up empty.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi Frank,

I don't think this solution was ever there.

Had it been there, then it should have been there for first instance as well, however still we can submit the WF in incorrect user when submitting, which ends up with "Stopped" message.

I think I was clear on this.

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OsmanIstanbul 2,818 on at

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Hi,

can you send your workflow screenshot, please?

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