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Workflow time-out exception for CFO

  • 1.  Workflow time-out exception for CFO

    Posted Jul 11, 2018 08:36 PM


    We use a pretty simple workflow for Travel and Expense approvals.   It is a two-step approval process in AX 2012 R3

    • Step 1 - Our T&E accountant reviews the expense report, makes sure it adheres to our T&E Policy and approves it or requests a change if needed.
    • Step 2 - Once approved in Step 1 the expense report goes to a Manager Approval queue that uses our Managerial Hierarchy (based on the position hierarchy) and cross references signing limits.  The employee's manager will review the expense report and approve, and if their signing limit is high enough it will complete the workflow, else it will go to the next level manager.

    Time limit for approval is 2 business days else it will escalate up.  Two business days after final escalation will result in expense report rejection. 

    Lately we have been getting a lot of expense report rejections because our CFO is not approving expense reports in time.  He is busy and would like additional time to approve, let's say 10 days.  But I don't know how to implement this logic in the AX workflow engine without changing the time-limit for everyone in our managerial hierarchy (Step 2 above). 

    The logic is simple enough - if expense report is assigned to User Group - CFO (or if user name xxxxx) then allow 10 business days.  Is there an approach to accomplish this or is this even possible?

    Thanks in advance for any assistance!

    Justin Bernier
    ERP Analyst
    Seattle WA

  • 2.  RE: Workflow time-out exception for CFO

    Posted Jul 12, 2018 10:13 AM
    You should be able to add a decision box before the Managerial approval where you check the group.  If not CFO, go to your existing approval box.  If true, go to a copy of the managerial approval box which you can then edit to extend the time out.

    BTW, 10 days seems like a long time.  If you end up always chasing the CFO to approve after 5 days because someone wants their money, the workflow will not be helping you.

    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA