Microsoft Dynamics AX (Archived)

Setup PO workflow for three level approval

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Posted on by Trilok Mohnani

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Hi,

I am trying to setup a Purchase Order workflow and Hierarchy of workflow is like:

Level 1 = Irrespective of the amount, PO should be approve by department head.. (Done)

Level 2 = If the amount is less than < = 30000, PO should go to Financial Controller for the approval.. (Done)

Level 3 = If the PO amount is more than > 30000, First it should be approved by Financial Controller and then by General Manager.. (Stuck, How to achieve this?)

Regards,

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Ludwig Reinhard Microsoft Employee on at

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RE: Setup PO workflow for three level approval

Hello Trilok,

For level 3: You can assign the approval to a managerial hierarchy. This hierarchy can be setup in the organisation admin module. If you select 'assign to all users retrieved' in the hierarchy option tab then the fnancial controller and the general manager have to approve.

Please have a look at the hierarchy and the signing limit setup in the OrgAdmin module. Once this has been configured you should be able to achieve this approval scenario.

Best regards,

Ludwig

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SouravDam 11,730 on at

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RE: Setup PO workflow for three level approval

Hi Trilok,

What Ludwig suggested; sounds great which you can check in system.

Also, you can check below example for point 3 in case if you are creating workflow based on Users. In that case you can set two separate approval criteria for >30000. One with Financial Controller and another with General Manager where GM will come as the last approver after the similar condition is approved by the Financial Controller.

Here, you can add a 'Conditional decision' and set the condition if purchase order balance is >30000 (in your entity base currency).

If this validate as 'True', then first it should always trigger for approval to Financial Controller. You have to set the User inside the element.

Once this is approved by Financial Controller, then it should trigger for approval to General Manager. Set the User similar way in this element too.

Best regards,
Sourav Dam

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