Sunday, 1 April 2018

Add Spending/Approval limit to Purchase Order Workflow #MSDyn365FO

I feel this is very limiting when you try to use purchase order workflow via hierarchy assignment. The set up is there but you really can’t use it to the end. When you try to set up a stop condition, you can’t really use it.

Vote for the idea for Microsoft to develop this.

https://experience.dynamics.com/ideas/idea/?ideaid=6b55a93d-7235-e811-bbd3-0003ff68aa57

Below is a screenshot of how I have added it.image

To add these fields or any dynamic (calculated) field is very simple. Just a parm method to the workflow document class.

For this example, I just copied the parm method and made it point to the PurchTable.

Copy from PurchReqDocument to PurchTableDocument

Here is a class I put together to show you how I added the spending limit.

https://github.com/munib00/WorkflowPlus/blob/master/AxClass_PurchTableDocument_WP_Extension.xpp

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