The finance and operations (Dynamics 365) mobile app and platform are no longer supported. The platform components supporting the mobile app will be removed in a future update. The mobile app has also been removed from app stores. Previously installed instances of the app will continue to work. For more information, see Removed or deprecated platform features.
This article provides information about the Purchase order approval mobile workspace. This workspace lets you view purchase orders and respond to them through actions. For example, you can approve or reject a purchase order.
Overview
Purchase orders that require approval go through an approval workflow. The workflow can include various steps that require that one or more people take action. For example, a person might have to complete a task or approve the purchase order.
The Purchase order approval mobile workspace lets you easily view and respond to purchase orders from your mobile device. This workspace also lets you take the same workflow actions that you can take from the web client.
Prerequisites
The prerequisites vary, depending on the version of Supply Chain Management that has been deployed for your organization.
Prerequisites if you use Supply Chain Management
If Supply Chain Management has been deployed for your organization, the system administrator must publish the Purchase order approval mobile workspace. For instructions, see Publish a mobile workspace.
Prerequisites if you use Microsoft Dynamics 365 for Operations version 1611 with Platform update 3 or later
If Microsoft Dynamics 365 for Operations version 1611 with Platform update 3 or later has been deployed for your organization, the system administrator must complete the following prerequisites.
Prerequisite
Role
Description
Implement KB 4017918.
System administrator
KB 4017918 is an X++ update or metadata hotfix that contains the Purchase order approval mobile workspace. To implement KB 4017918, your system administrator must follow these steps.
The first time that you sign in, you're prompted for your user name and password. Enter your credentials.
After you sign in, the available workspaces for your company are shown. If your system administrator publishes a new workspace later, you'll have to refresh the list of mobile workspaces.
View orders that are assigned to you
On your mobile device, select the Purchase order approval workspace.
Select Orders assigned to me to view all the purchase orders for which you've been asked to take action in the purchase order approval workflow.
Select an order. On the Order details page, you'll see the order header information and lines. You can also find guidelines from the workflow task.
Select Accounting distributions to open the Header accounting distributions page.
Return to the Order details page, and select a line. From the order line details, you can also explore the line-specific accounting distributions.
Complete an action on the purchase order
After you've viewed the purchase order that is assigned to you and read the workflow instructions, you should be ready to take action.
On your mobile device, select the Purchase order approval workspace.
Select Orders assigned to me to view all the purchase orders for which you've been asked to take action in the purchase order approval workflow.
Select an order, and view the details page.
Select Actions to show the available actions. The actions that are available depend on the task that has been assigned to you.
Task action
Approval action
Complete
Approve
Return
Reject
Request change
Request change
Delegate
Delegate
Select the appropriate action.
On the Complete task page, enter a comment. If you select the Delegate action, you must select a user to delegate the task to.
Select Done. After you refresh your workspace, the purchase order will no longer be in your list.
Dynamics 365 Supply Chain Management now provides a mobile approval experience, which adds flexibility, efficiency, resiliency, and responsiveness to the approval process.
This article explains how administrators can prepare Microsoft Dynamics 365 Supply Chain Management and Dataverse environments to support the Approvals Management mobile app. It also explains how to install the app on mobile devices.
This article answers frequently asked questions about the Approvals Management mobile app. It also describes known issues that affect the app and explains how to work around them.
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When a record, such as a purchase document, needs to be approved by someone in your organization, you need to send an approval request as part of a workflow.
