[How to] Configure 'Proposed customer changes workflow' & 'Proposed vendor changes workflow'

Dear Dynamics 365 lovers,

Welcome to my next blog on a very nice and interesting feature called “Proposed customer changes workflow” & “Proposed vendor changes workflow”

These are indeed a self-explanatory name of the functionality; the use of this function is to put a control plan into the customer information changes and vendor information changes if required, which means, if any changes required on the vendor or customer master, those requires approvals to proceed.

Business requirement

The core principal of one of the company is, they want to put a maker and checker concept if there is any information changes required for vendor or customer master data, and hence that changes has to be approved by some respective stakeholders.

Example scenario

AR clerk, got the information that, there has been some changes in the customer name and also their terms of payment needs to be adjusted.

Configuration

Step 1- Setup the AR parameter (in case of vendor, it needs to be done from AP parameter)

Navigate to Account Receivable module- Setup - Account Receivable Parameter- General- Customer Approval

• Enable customer approvals = Yes
• From the data entity behavior drop down= select ‘create changes proposals’

And tick on the field where the approval is required

Step 2- Configure the workflow

Navigate to Account Receivable module- Setup - Account Receivable workflow- Create new (for vendor changes- go to AP workflow and follow the same process)

From the list Select “Proposed customer changes workflow” (For vendor- Proposed vendor changes workflow)

Now Setup the workflow as per the normal process, this is standard workflow configuration process.

Once configured, make the workflow active

The workflow is active now

The configuration is done and completed

Let's make a changes in the existing customer

Navigate to Accounts Receivable- Customers -All customers- Select any existing customer and click edit

Once edit is clicked, system will bring the workflow in the header action pane.

Now the Name and terms of payment field is showing '(requires approval)'

Once changed some value in these any of the two fields, one pop up screen will appear and it will show us the 'Current' and 'Proposed' changes in the fields

The above pop up is only for validation, close the page once validated 

Now submit the workflow

Once the workflow is approved, it will automatically change the value 

The requirement is met

This is it for this blog, stay tuned for more blogs