web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / PO approval workflow -...
Microsoft Dynamics AX (Archived)

PO approval workflow - auto approve question

(0) ShareShare
ReportReport
Posted on by sithers 395

Hi all - wonder if you can help.

Relatively new to AX, and struggling with a PO approval step.  

I've set up a multi-step approval process, which is working fine, but I'd like to auto approve POs if they're under the employee approval limit, but can't seem to get the right conditions to display in the Automatic Actions for the approval. Currently only lists Purchase Orders and Workflow. I can see Employee in the conditions for Approval Assignment based on hierarchies - so I know that the data is there!

Any pointers as to how to get this working?

Andy

*This post is locked for comments

I have the same question (0)
  • Sriram kannan seshadri Profile Picture
    Sriram kannan seshadri 20 on at

    Hi Andy,

    In workflow configuration's Approval level (Top node of all step levels) enable the "Automatic action", Action as 'Approve' and edit the condition with the amount. (like amount < 5)

    For more detail, Indicate if the system should automatically act on a document

    Regards,

    Sri.

  • Sriram kannan seshadri Profile Picture
    Sriram kannan seshadri 20 on at

     http://msdn.microsoft.com/EN-US/library/cc593970.aspx

  • sithers Profile Picture
    sithers 395 on at

    Thanks Sri -

    I'm familiar with the Automatic Action setting, but I'm looking to set the Condition to

    Purchase Order.Invoice Amount < Employee.SpendingLimit

    And I'm wondering how to get Employee referenced in the field drop down.

  • Community Member Profile Picture
    Community Member on at

    Sithers - did you get this to work? I have the same issue.

  • sithers Profile Picture
    sithers 395 on at

    I did. Had to break out the X++ though.  I need to pull together a post for this one - give me a couple of days?

    A

  • Community Member Profile Picture
    Community Member on at

    Hi Andy did you ever create the post on how you resolved this issue.  I am experience the same problem.

    Cheers

    Emily

  • sithers Profile Picture
    sithers 395 on at

    Mea Culpa. I didn't, and didn't realise that time had passed *quite* so quickly.

    msdn.microsoft.com/.../cc592495.aspx describes the process - detailed in "To add a calculated field...".  

    The missing element was the need to also define my return types as extended data types - which made the queries appear in the selection list in the workflow definition view.

    Hope this is of some help - let me know if there's anything else.

    Andy

  • Community Member Profile Picture
    Community Member on at

    I have also set up a multi-step approval process, which is working fine, but I'd like to auto approve POs if they're a raw material or packaged item,  but can't seem to get the right conditions to display in the Automatic Actions for the approval.

    Any pointers as to how to get this working?

  • cps1234 Profile Picture
    cps1234 10 on at

    Good Day!
    Just wanted to ping again to see if you were able to document the work required to add additional Elements such as the one requested: Purchase Order.Invoice Amount < Employee.SpendingLimit - would be great to have a brief overview for the novice, thank you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans