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PO Workflow Issues

  • 1.  PO Workflow Issues

    SILVER CONTRIBUTOR
    Posted 26 days ago
      |   view attached
    An end user is trying to create PO but having issues after submitting it to PO workflow for approval. Please review attached PO workflow error message and advise.

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    Kobe Peasah
    National Vision, Inc
    Duluth GA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: PO Workflow Issues

    GOLD CONTRIBUTOR
    Posted 26 days ago
    Hello Kobe,

    It seems on the PO approval step, the system is not finding the person to assign the workflow to. You need to check the hierarchy of employees to make sure the person the PO is supposed to go is a valid worker and part of the employee hierarchy?
    How is this workflow assign to workers? hierarchy, user, group of users??

    regards,

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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: PO Workflow Issues

    Posted 26 days ago
    Hi Kobe,

    This has been caused by the fact that you have parameter "Submitter cannot be the approver" Turned on which is as per the segregation of duties compliance where you have to have two person involves in the workflow approval process.

    As it is seen that Submitter is Rhonda and in the evaluation step it is trying to assign to Rhonda being the approval for that warehouse and system do not found any other one to be assigned and hence it is errored out.

    Workflow in this area is very tricky and you have to have two people in the group for approval to cover the "Submitter can NOT be the approver" scenario.

    The other work-around which I recommend (valid only if there are fewer approvers) is that you create another if condition to cover the scenario and in case of Rhonda is a submitter, the workflow to take to another user for approver.

    I hope this will solve your issue.

    Thanks, Tahir.

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    Tahir Aziz
    Solution Architect, Retail, Finance, SCM
    Delcit Inc
    Milton ON
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: PO Workflow Issues

    SILVER CONTRIBUTOR
    Posted 16 days ago
    The first step in your troubleshooting, if not completed is to check if the user who will be assigned as an approver in this workflow is created in D365 as a worker.  Then assign the user as an approver in the hierarchy within the PO workflow.

    Is this submitter also the approver of the workflow? If the segregation of duties have not been setup in your D365 environment it should be possible for this user to reassign the workflow to her worker ID and approve the order for purchase.



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    Shilpi Thakur
    Freelance AX/D365 Microsoft Consultant
    Dynact Consulting Ltd
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    Academy - Online Interactive Learning from Experts


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