Question Status

Suggested Answer
Anton Tjiptadi asked a question on 20 Apr 2012 12:38 AM

Dear all,

Is there a Workflow in Sales Marketing module of AX 2012 ?

Thanks,

Axl

 

 

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Suggested Answer
Nitesh Ranjan responded on 25 Feb 2014 5:28 PM

No workflow for Sales & Marketing module of AX 2012 does not exist as part of standard Dynamics AX

But it is quite easy to add workflow for any table

You need to create

Workflow Categories

Workflow Types

Approvals

and Tasks

MorphX provide different wizard to create these object.

right Click these object and go to Add ins menu for Wizard to create these objects.

You need to create menu option for Sales & Marketing Workflows form

same as Account Receivable Workflows form

Please review following link for more details

msdn.microsoft.com/.../cc585061.aspx

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Please update with your feedback.

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Regards, NITESH RANAJN (PMP) | Dynamics AX Consultant

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Tim Schofield responded on 20 Apr 2012 1:43 AM

Don't know of any workflows, but there are processes (which generate activities) on some Sales documents (like leads and opportunities and I think quotations)

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Anton Tjiptadi responded on 25 Apr 2012 7:30 AM

Hi Tim,

Thanks for replying. Sorry but I'm very new about AX 2012 expecially for workflow here :)

Anyway, I tried to create new workflow. The steps is from Technet, however when I create this new workflow (I tried in A/R), there is an error while creating and when I check in event viewer, it says something like this :

"Workflow threw an exception for the following reason: No connection could be made because the target machine actively refused it 10.1.2.27:8202"

Do you know what is that ? or anyone can help ?

Thanks,

Anton

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Sally Erickson responded on 27 Apr 2012 7:15 AM

A list of the workflow types supported by each module is available on TechNet: technet.microsoft.com/.../dd362043.aspx

Hope this helps,

Sally

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Anton Tjiptadi responded on 21 May 2012 10:55 PM

Hi sally,

Thanks. That is why I'm asking is there any Workflow for Sales Marketing module :)

Because I need the workflow processes for Sales Order approval process. Guess must create it my self. :p

Btw for error above, found the resolution. Just Full CIL Compilation will do.

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Rola Halabi responded on 2 Nov 2012 7:32 AM

Hi Anton,

can you send me the steps or the .xpo for this workflow?

i'd appreciate it alot..thank you

rola

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Anton Tjiptadi responded on 6 Nov 2012 12:52 AM

Hi Rola,

what is your email address ?

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ARUNKHANNA responded on 17 Oct 2013 12:12 AM

Hi Anton,

Its great that you created a workflow process for Sales Order Approval in AX 2012

i'd appreciate if you could send me the steps or the xpo file for the workflow?

my email id is arunkhanna88@gmail.com

thnx..:)

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Pratap Raj responded on 25 Feb 2014 10:02 AM

Hi Anton,

Kindly forward me the workflow process for Sale Order Approval in AX 2012

Thanks in Advance

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Pratap Raj responded on 25 Feb 2014 10:03 AM

My Mail id is kind_koolraj@live.com

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Suggested Answer
Nitesh Ranjan responded on 25 Feb 2014 5:28 PM

No workflow for Sales & Marketing module of AX 2012 does not exist as part of standard Dynamics AX

But it is quite easy to add workflow for any table

You need to create

Workflow Categories

Workflow Types

Approvals

and Tasks

MorphX provide different wizard to create these object.

right Click these object and go to Add ins menu for Wizard to create these objects.

You need to create menu option for Sales & Marketing Workflows form

same as Account Receivable Workflows form

Please review following link for more details

msdn.microsoft.com/.../cc585061.aspx

Please verify and update your feedback


Please update with your feedback.

If this post helps you, Please verify this answer and earn Thank you Badge for yourself (Follow this link for more details https://community.dynamics.com/braggerbadges/badge/48.aspx)

Regards, NITESH RANAJN (PMP) | Dynamics AX Consultant

Reply