Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / PR approver
Supply chain | Supply Chain Management, Commerce
Suggested answer

PR approver

(1) ShareShare
ReportReport
Posted on by AC-07050857-0 14
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?
 
Categories:
Supply Chain Management
  • Suggested answer
    Fasih Profile Picture
    Fasih 254 on at
    PR approver
    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.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at
    PR approver
    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
  • AC-07050857-0 Profile Picture
    AC-07050857-0 14 on at
    PR approver
    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.
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,813 Super User 2024 Season 2 on at
    PR approver
    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.

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

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,963 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans