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Dynamics 365 Community / Blogs / OrganicAX.com / Purchase order workflow con...

Purchase order workflow configuration with auto approval

Lachlan Profile Picture Lachlan

You might want to use workflow to control purchase orders for a specific amount. If you have workflow turned on for all orders then it might get a little tedious for the organization. So in this example let’s have a look at setting up a purchase order workflow that will auto approve if the order is below $5000 else it will go to someone for approval.

Here is a quick look.

AX2012 R3 CU9

Whiled I used CU9 in this example this process is the same in any AX2012 release.

Cheers

Lachlan


Filed under: Procurement and sourcing

This was originally posted here.

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