Purchase order workflow PO Approver - Workflow Part 3 - Dynamics 365

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Purchase order workflow  PO Approver - Workflow Part 3

This topic covers PO Approver side actions and slide after PO Submitted by users.

1. PO workflow notifications
2. PO workflow actions
3. PO workflow history
4. Steps to turn on delegation

1. PO workflow notifications

Approver can view workflow notifications in below two screens


1. PO workflow notifications – Dashboard

2. Work items screen [ Go to Modules  Common  Work Items  Work items assigned to me]

2. PO workflow actions 

Click on Workflow button in action bar. It will populate below actions,

·         Approve – To approve the PO for further process.

·         Reject -  To reject PO, it will reject the PO.

·         Request change – Request a change in PO.

·         Delegate – Delegate any user to take an action against this PO.

·         View History – View the workflow history.

Write a comment and go for any above actions.

3. PO workflow history

To track the PO workflow, Click Workflow actions à View history

OR

Go to Common à Inquiries à Workflow à Workflow history.

4. Steps to turn on delegation

The below steps describe how to assign a person as your delegate for approving Purchase orders for a given period of time. Once this is done, any PO approval requests coming to you will be auto-forwarded to the person assigned as delegate.

Please note that if the person who is assigned as the ‘delegate’, falls in the same approval line, he will get the approval requests twice, once as your delegate and the other one as his direct.

1. On the top left corner, click Settings --> User options 

2. In the options window, click the node ‘Workflow --> Delegation’.

3. Click ‘Add’. A new line will show in the grid area.

4. In the field ‘Delegate’, click the drop down and select the person you want to assign as delegate.

The names are alphabetically sorted and can be filtered too by the filter option.

5. Put the start date, the end date and check the box ‘Enabled’ to turn on the delegation feature. You can also fill in the ‘Comment’s which will be available for the delegate person when an approval request is delegated.