Add signing policy to a workflow hierarchy

This article describes how to setup a workflow based on a hierarchy with signing limit in Dynamics AX 2012. Please read the article “Setup a workflow based on worker hierarchy”.

Example of the hierarchy I want to use :

Option A:

  • If Accountant 1 create an invoice with amount < 5000$, Senior accountant A has to approve the journal before the posting.
  • If Accountant 1 create an invoice with amount > 5000$, Senior accountant A has to approve the journal then Finance manager has to approve the journal before the posting

Option B

  • If Accountant 1 create an invoice with amount < 5000$, Senior accountant A has to approve the journal before the posting
  • If Accountant 1 create an invoice with amount > 5000$, Finance manager has to approve the journal before the posting

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Setup signing limit policy

Access: Organisation administration > Setup > Signing limits > Signing limits policies

  • Click New to create a policy
  • Enter a name and a description
  • Select the company where the policy has to apply

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  • Click “Create policy rule”
  • You can create different signing limit for Purchase requisition, invoices, purchase order or expense report.
  • Create a line for each combination of Job/Document type:

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Workflow setup

Example in Vendor invoice journal workflow.

  • In the “Approve vendor element”,
  • Go level down to the step 1 element:
  • Click “Assignment”
  • Select Assignment type = Hierarchy

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  • “Stop when the following condition is met”: Select Employee Approval Limit

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  • In the tab Hierarchy option
  • For the option A : select “Assign to all users retrieved”
  • For the option B: select “Assign only to last user retrieved”

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2 thoughts on “Add signing policy to a workflow hierarchy

  1. I wonder if you could help; I am trying to setup a requisition workflow that uses the hierarchy but also uses limits and I have found that it always seems to ignore the limits and send the approval to the “manager” of the requestor.
    I have found your “Add signing policy to a workflow hierarchy” blog, but I question the screenshot under the ““Stop when the following condition is met”: Select Employee Approval Limit” section as it is comparing to itself. I have tried using this logic but when I submit a requisition the workflow fails with an (undefined) error. if I remove the comparison it proceeds.
    If this is correct could you please tell me what purpose it has.

    Reply
  2. Pingback: Setup Procurement workflow | My Financial Dynamics AX

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