In Dynamics 365 Supply Chain Management, when you define the approval workflow based on a monetary amount (Signing limit) and organizational hierarchy (Position hierarchy), if a department has one employee acting in a one more position, the approval process keeps looping and fails to complete when a Department Manager, General Manager, or Vice President requests the PR.
Example:
A = Staff
B = Department manager
C = General manager (Acting), Vice president (Primary position)
D = President
Less than or equal to 50K >> Approve by B, C
Less than or equal to 250K >> Approve by B, C (Acting) and C (Primary position)
More than 250K >> Approve by B, C (Acting) and C (Primary position) and D
Current result:
- If requested by A, the approval process works correctly.
- If requested by B or C the approval process does not work correctly. The approval process keeps looping and fails to complete.
Expected result:
- Regardless of the position by which the request is made, the approval process should complete correctly as defined.
Comments
I totally agree. We deal with organizations where people wear multiple hats all the time, and the current workflow logic just falls apart. It’s tough to explain to a client why the system is looping instead of just working. We shouldn’t have to keep building custom solutions to fix what should be standard functionality. A native fix for these dual-role and self-approval cases would be a huge win.
Category: Procurement and Sourcing