Using a Reporting manager hierarchy for routing workflow documents has always been possible in Microsoft Dynamics AX and Dynamics 365 For Operations. This worked great in cases where you were required to route all of an employee’s workflow documents, such as timesheets, expense reports, purchase requisitions and more, to the manager they report to.
Now in Dynamics 365 For Operations, you can use Custom configured position hierarchies to route workflow documents. So, let’s say you have a scenario where you need to route timesheets of an employee to the reporting manager, but route the expense reports to a manager they report to in a specific project hierarchy, you can configure this in Dynamics 365 For Operations ! Let’s see how?
On the Position Hierarchy Types, you can select the workflows which can use the selected position Hierarchy for outing documents. For example, in the screenshot below notice that the Matrix based hierarchy can be used by the expense report – USMF and Timesheet workflow.
NOTE: Note that a workflow can use only one custom hierarchy.
Additionally, you will notice that, on the workflow setup form, you can now view and manage the associated configurable hierarchies.
On the workflow setup/configuration, you can select the steps to be assigned to a Configurable hierarchy. See screenshot below.
So, when an employee submits their expense report/timesheet, this workflow setup is going to look for the Matrix Position Hierarchy and assign the workflow document to the worker to whom the employee reports in the Matrix hierarchy instead of the managerial hierarchy.
Small, but useful enhancement !! Hope this quick tip is useful.
Sandeep Chaudhury is a Dynamics 365 enthusiast with over 10 years of experience in functional consulting, Solutions architecture and systems integration, with expertise in the areas of Professional services automation(Project Management and accounting), Financials Management, Services Management, Sales and Marketing, Human resource management, Travel and Expenses Management and Procurement & Sourcing modules of Microsoft Dynamics 365 ERP. He has experience working with the Dynamics 365, AX 7, AX 2012 R3, AX 2012 R2, Dynamics 365 for Operations and more.