Supply chain | Supply Chain Management, Commerce

PR approver

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Posted on by AC-07050857-0

Hi all,

Let say one of the PR approvers have two entities access.

One role to approve ABC entity's PR and the other role is to approve FA stuff (NOT related to PR) in XYZ entity.

However, when approver goes to XYZ entity he can see ABC's PR.

Anyone knows the reason?

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Dynamics 365 Supply Chain Management

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AR-01121610-0 4,967 Moderator on at

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Hy,

as the PR workflow is a "global" Workflow and not legal entity specific the tasks will be displayed independent of the currently selected legal entity.

There are two types of Workflows global and company specific. E.g. Purchases Order workflows are company specific, in contrast Purchase Requisition are a global workflows.

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AC-07050857-0 50 on at

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Hi,

Let's make it simple, we have two entities (ABC and XZY).

Select entity XYY, go to Procurement and Sourcing > All purchase requisitions > I can see the PR belongs to ABC. However, when I click on the PR, it will back to ABC entity because this PR belongs to ABC.

Is there anything we can do when we select different entities, system will show corresponding PR. If no PR belongs to entity, just leave it blank?

Please advice.

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André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

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Hi,

As Andreas pointed out, the purchase requisitions are stored in a global, non-company specific table. This will show all PRs regardless of the legal entity. You can consider a customization and implement a data security policy using the Extensible Data Security framework. You can read more about XDS on my blog: Extensible Data Security examples for Microsoft Dynamics

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Fasih 416 on at

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You can efficiently filter data by legal entities using the Legal Entity Selector. To filter Purchase Requisitions (PRs) for a specific legal entity, select the desired entity from the selector and then navigate to Procurement and Sourcing > Purchase Requisitions > All Purchase Requisitions. This will display only the PRs for the selected legal entity, and if no PRs exist, the grid will be empty. Additionally, cross-company queries may be enabled by default in D365 F&O, which could cause confusion by showing data across multiple entities. To avoid this, you can go to System Administration > Setup > Cross-Company data sharing and disable this setting for the Procurement and Sourcing module, ensuring user see only data for their selected legal entity.

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