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[Kelly Gustafson]

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Hi Richard,

Within the Vendor disbursement journal workflow, in the Approve vendor disbursements approval element, there are a small amount of conditions that work with amounts – they ONLY work with the journal amounts, not line. I did some preliminary testing and they do work. I used a condition on the approval step that the journal must be equal to $5000 USD amount in the credit field – and it did put it into workflow and approved all other amounts on other journals.

Have fun testing!

[Justin Engelhardt]

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To piggy back on that, what about creating a AP invoice workflow that has the Project Manager on the project (see image) as the approver in one of the steps.

[Kelly Gustafson]

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Unfortunately, no – not that I can see anyway! 😄 This is a common request – you can submit an idea to the Ideas portal though! Ideas (dynamics.com)

Let me know if you submit it and I will vote it up!

[Justin Engelhardt]

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So, a colleague of mine found this article: Configure expenditure reviewers – Finance & Operations | Dynamics 365 | Microsoft Learn

Looks like we can configure to grab the PM. Will continue to test, but wanted to put it out there for others to share.

[Kelly Gustafson]

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Great! I know I have seen it in the past but couldn’t figure it out. I am glad you shared this article! Keep testing and let me know how it goes!