When it comes to Dynamics ERP workflows, the Purchase Requisition-to-Purchase Order has historically been the first workflow in most implementations with a significant Procurement engagement. In a recent Dynamics 365 for Finance and Operations project we had to establish approval levels by positions for purchase requisitions processing, and thought a quick How To guide would be beneficial for the Dynamics community. The workflow uses a managerial hierarchy (so after one person’s approval, a requisition is auto-assigned to the next level of management) and included a requirement to organize workers in groups by levels of approval dollar amount.
The groups can be defined by positions assigned to workers. For a smooth workflow through the organizational structure, every user should be linked to a worker record.
Position is an instance of a job. The Signing limit parameters (Organization administration > Setup > Signing limits) control if the signing limits are set by a Job or a Compensation level:
If the Job option is selected as the Limit basis, the Approval and Spending limits are defined by job in the Signing limit policies form (Organization administration > Setup > Signing limits). In AX 2012, the Default signing limit rule details are presented in a grid that includes the Job column:
For multiple jobs, a list can be compiled from the dropdown on the Job column. In standard AX 2012, the dropdown form is not really flexible because there is no way to extend it to see the whole name for a job:
After guessing what jobs are selected and closing the dropdown, the list for each approval/spending level can be reviewed in the Job column:
In D365, the same functionality looks friendlier: Job rule is a separate button on the Default signing limit rule details form:
And the Job rule form opens up with the available and selected boxes, easy to navigate:
The reference to the Spending limit is set on the Purchase requisition approval workflow:
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