Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Is there any specific validation available in the Vendor Invoice Workflow for the PO Credit note process.
Here is my Scenario for the Regular PO(+Ve) we have 3 Level of workflow like Approval 1, Approval 2 & Approval 3
But for the PO Credit note only 2 level approval. like Approval 1 & Approval 2.
Here I want to put some validation to end the Workflow process if the PO is credit side.
Hope this is clear and kindly suggest to me.
Have you tried working with conditions in the workflow approval steps? Can you share your attempts so far?
Hi Vinod P,
Can't you specify a conditional workflow step that looks for the 'purchaseorders.invoiceamount' and checks whether the amount is larger or smaller than $0?
If it is smaller than $0, you have the two approval steps for the credit note.
if it is larger than $0 , you have the three invoice approval steps.
thanks for the reply,
I tried a couple of validations in the vendor invoice workflow level.
1) Credit Correction -- Later I thought it working for different scenarios.
2) Invoice amount -- When I put the Invoice amount validation at Workflow level, the system is asking the Currency code. and when the vendor invoice document comes with the different Currency code, the system is through an ERROR message at Workflow level.
Can you please suggest me which is the best way to achieve this scenario.
Using the second approach, what exact error do you get then?
I tried with the different condition at Invoice amount.
Finally system is accepting, and validating the condition.
if i put the ledger Currncy code as a validation at workflow level. even the Document currency is different. system is approving the credit note condition.
Has your issue been resolved then or do you still have an issue in regards to the currency code?
Yes, the above mentioned issue has been resolved and i tested my scenario in different ways.
let me know is that the correct validation or not.
Thanks for the support.
Business Applications communities