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Delegation of multiple purchasing work items

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

You can delegate multiple documents to another user in a single action. This saves time because previously each work item had to be delegated separately.

  • Only purchasing documents in workflows that have multiple delegation enabled will allow you to delegate multiple documents from this list page. If delegation is not enabled for a specific workflow, then the Delegate option does not appear in the workflow for that specific document.
  • If multiple purchase agreements, purchase orders, purchase requisitions, or vendor invoices are selected from the list page (Work items assigned to me), then when you select to delegate and you select the person to delegate to, the standard workflow process performs the assignment, just as when a single document is selected.
  • No other workflow actions are available when multiple documents are selected.