Skip to main content

Notifications

Dynamics 365 Community / Forums / Finance forum / PO Workflow Approval u...
Finance forum
Suggested answer

PO Workflow Approval using position heirarchy

Posted on by 4
I am using position heirarchy and signing limit to design the PO workflow.
 

The requirement is that if a user creates a purchase order, and the value of the purchase order is less than the signing limit of the user, the purchase order is automatically approved.

This is contradictory to the design of the workflows where every document has to be approved by at least one other person. 

The users wants to simplify the maintenance of the workflows by using Employee signing limits in the condition for Auto approval. But it seems that the only time you get access to the Employee signing limits in a condition, is when assignment type is Hierarchy.

Please help me with the best possible solution.

Regards

Shubha

Categories:
  • JJ-23051322-0 Profile Picture
    JJ-23051322-0 2 on at
    PO Workflow Approval using position heirarchy
    Hi Shubha,
     
    I have the exact same question.
    Using automatic actions seems not to be possible for the PO approval workflow since field employee.approval limit.purchase order cannot be chosen in the dropdown field when setting up automatic actions. 
    Did you find a way to solve this issue?
     
    Thankyou in advance.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,252 on at
    PO Workflow Approval using position heirarchy
    Hi Community member,
     
    I checked here the assignment type is user and you can add condition based on the fields that you want, but what you want to make sure about it, the fields are exists on the Document Query of the Workflow
     
     
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,389 Super User on at
    PO Workflow Approval using position heirarchy

Helpful resources

Quick Links

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Blog subscriptions now enabled!

Follow your favorite blogs

TechTalk: How Dataverse and Microsoft Fabric powers ...

Explore the latest advancements in data export and integration within ...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283,860 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,155 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,146

Featured topics

Product updates

Dynamics 365 release plans