Dynamics 365 Finance Workflow Configuration

Accepting Purchase Requisitions in Specific Status

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Question

You are a Dynamics 365 Finance developer.

You are testing a workflow in a user acceptance testing environment.

You need to ensure that a specific user can accept purchase requisitions only if the requisition is in a specific status.

Which two options can you configure to achieve the goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

BC.

B: The approval step that you're configuring might be required only if specific conditions are met.

C: A conditional decision is a point at which a workflow divides into two branches.

The system determines which branch is used by evaluating the submitted document to determine whether it meets specific conditions.

https://docs.microsoft.com/en-sg/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-conditional-decision-workflow

To ensure that a specific user can accept purchase requisitions only if the requisition is in a specific status, you can configure the workflow in Dynamics 365 Finance by using either the approval process or the conditional decision option.

  1. Approval Process: An approval process is a type of workflow that requires a user to approve or reject a record before it can be processed further. To use an approval process to achieve the goal, you need to follow these steps:

a. Create an approval process: You can create an approval process by navigating to the "Workflows" form in the "Workflow and Approvals" module. Here, you can select the "Approval Process" template and configure the required fields.

b. Configure the approval process: Once you have created the approval process, you can configure it by setting up the approval stages, approvers, and conditions for approval. In this case, you need to configure the approver to be the specific user and set a condition that the requisition must be in a specific status.

c. Activate the approval process: After configuring the approval process, you need to activate it by selecting the "Activate" button. This will enable the approval process to run and require the specific user to approve the requisition only if it is in the specific status.

  1. Conditional Decision: A conditional decision is a type of workflow that evaluates a condition and then branches the workflow based on the result of the evaluation. To use a conditional decision to achieve the goal, you need to follow these steps:

a. Create a conditional decision: You can create a conditional decision by navigating to the "Workflows" form in the "Workflow and Approvals" module. Here, you can select the "Conditional Decision" template and configure the required fields.

b. Configure the conditional decision: Once you have created the conditional decision, you can configure it by setting up the condition to check the status of the requisition. If the requisition is in the specific status, the workflow can proceed to the next step, which will be to assign the requisition to the specific user for acceptance.

c. Assign the requisition to the specific user: After the conditional decision, you need to assign the requisition to the specific user for acceptance. This can be done by creating a manual task or an automated task, depending on your preference.

In summary, to ensure that a specific user can accept purchase requisitions only if the requisition is in a specific status, you can use either the approval process or the conditional decision option in Dynamics 365 Finance. Both options require you to configure the workflow by setting up conditions and tasks, but the choice will depend on your specific requirements.

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