Assigning Another User as the Approver for Purchase Requisitions over $500,000 | Dynamics 365 Finance

How to Assign Another User as the Approver for Purchase Requisitions over $500,000

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Question

A company implements Dynamics 365 Finance.

You are the primary approver for purchase requisitions that are greater than $500,000

You are going on vacation for two weeks.

You need to assign another user as the approver only for purchase requisitions greater than $500,000

What should you do?

Answers

A. Under User Options, add a user and assign the scope of Module

B. Under User Options, add a user and assign the scope of All

C. Under User Options, add a user and assign the scope of Workflow.

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Explanations

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A. B. C.

To assign another user as the approver only for purchase requisitions greater than $500,000 in Dynamics 365 Finance, you need to perform the following steps:

Go to the "System Administration" workspace in Dynamics 365 Finance.
Click on the "Users" tile to open the "Users" form.
Search for the user who you want to assign as the approver in your absence.
Click on the "User Options" button in the top ribbon to open the "User Options" form.
In the "User Options" form, select the "Security" tab.
In the "Security" tab, click on the "Assign duties" button to open the "Assign duties" form.
In the "Assign duties" form, search for the duty named "Purchase requisition approval" and select it.
Click on the "Edit" button to open the "Duty" form.
In the "Duty" form, go to the "Privileges" tab.
In the "Privileges" tab, select the privilege named "Approve purchase requisition".
Click on the "Edit" button to open the "Privilege" form.
In the "Privilege" form, go to the "Scope" tab.
In the "Scope" tab, select the "Custom" option.
Click on the "Add filter" button to open the "Filter" form.
In the "Filter" form, select the "Amount" field and set the operator to "Greater than or equal to".
Set the value to "500000".
Click on the "OK" button to close the "Filter" form.
Click on the "Save" button to save the changes made to the privilege.
Click on the "Save" button to save the changes made to the duty.
Click on the "Save" button to save the changes made to the user's security settings.

By performing these steps, you have assigned the selected user as the approver for purchase requisitions greater than $500,000 in your absence. The user will be able to approve purchase requisitions only if they meet this criteria.

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