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In the workflow tool the setup of complex workflows can become very big. You need to set up many nodes with constraints like threshold amount, conditional decisions, approver. When a workflow need adaption to new requirements it is difficult to get that right.
We are looking for possibilities to link up authorization matrix inside D365FO to an approval workflow. So, the definition of trigger (cost center), threshold (amount) and approver) will not be maintained inside the workflow itself but in setup tables in D365. These setup tables are then consulted by the workflow.

As example we have some 85 cost centers and multiple threshold amounts for selecting the correct approver. Having an overview in a workflow design is difficult with so many nodes.

This will not only be relevant for the category Accounts payable but for all categories that use workflows.
Category: Workflow
STATUS DETAILS
Needs Votes