Hi there,
When we moved to version 10, we noticed that the 'workflow originator' was not the delegate that submitted it, but the individual who's expense report it was. So if an expense is rejected, it actually does NOT go back to the delegate that submitted it originally (which is how this was identified).
Because of this, you could actually put the first step in as 'workflow originator' to approve it. This would allow that individual to approve it before moving in onward - I tested it and it worked fine. The obvious shortcoming is that if you have someone who is entering their own, they would need to then approve their own before sending it on.
We have requested that Microsoft re-look at this because the originator in our opinion should actually be the one that submitted it and not the expense report individual, but I don't know if that will be a forthcoming change or not yet.
I am sure that with Flow and with the events coming in now, you could do a pre-approval on it.
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Shirley Adams
Solution Architect
AKA Enterprise Solutions
New York NY
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Original Message:
Sent: Jul 08, 2019 08:55 AM
From: Kerstin Newman
Subject: Expense Mgmt Workflow & Delegation
If someone submits an expense report on behalf of someone else (delegation), there does not seem to be a way to have the workflow go from:
Delegate who entered the report (submitter) > Person who occurred the expenses (approve) > Person's Manager (approve) > Finance (approve)
I know that for purchase requisitions, we have a workflow in place where the PR is assigned to someone if the requester is different from the submitter, and the person it is assigned to delegates the PR to the requester for approval before it goes through all other approval stages. I think it would make sense to do something similar for expense reports: the person that occurred the expenses should review the report before it's submitted to the manager for approval, however, I cannot find the fields in the workflow conditions to make this happen.
Has anyone figured out how to do this? Thanks in advance!
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Kerstin Newman
StarTech.com
London ON
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