Configure Permissions for Workflow in Dynamics 365 Finance
Question
Your role of Systems Administrator includes the management of your company's Microsoft Dynamics 365 Finance system.
A company requirement states that all purchase orders for purchases under $500 must be approved by a line manager.All purchase orders for purchases over $500 must be approved by the Finance Manager.
You are configuring workflow process in Dynamics 365 Finance to meet the purchase order approval requirements.
You need to configure the permissions in the workflow.
Which of the following actions should the 'originator' be able to perform?
Answers
Explanations
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A. B. C. D.C.
In the given scenario, the Systems Administrator is required to configure a workflow process in Dynamics 365 Finance to meet the purchase order approval requirements of the company. The workflow process needs to ensure that purchase orders under $500 are approved by a line manager, while purchase orders over $500 are approved by the Finance Manager.
To configure the permissions in the workflow, the Systems Administrator needs to define the actions that can be performed by various users in the workflow. The available options for the originator are:
A. Delegate: This action allows the originator to assign the task to another user or group of users for further processing. However, this action is not relevant to the approval process, as the approval task needs to be completed by the designated approver only.
B. Complete: This action allows the originator to mark the task as complete without going through the approval process. This action is also not relevant to the purchase order approval process, as every purchase order needs to be approved by the designated approver.
C. Start a workflow: This action allows the originator to initiate the workflow process. However, this action is not relevant to the approval process, as the workflow is initiated automatically when a purchase order is created.
D. Approve: This action allows the originator to approve the purchase order. However, in this scenario, the originator cannot approve the purchase order, as the approval authority is assigned to the line manager or the Finance Manager based on the value of the purchase order.
Therefore, the correct answer for the available options is (D) Approve. The originator needs to be able to create the purchase order and initiate the workflow process, but cannot approve the purchase order as the approval authority is designated to the line manager or the Finance Manager based on the value of the purchase order.
