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Vendor Workflow

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Posted on by MB-16

Hi,

Is there any way to apply a workflow approval to new vendors? I tried the vendor approval option in Accounts payable parameters, but it didn't match my business needs.

Thanks.

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Microsoft Dynamics AX

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Adis 5,619 Super User 2025 Season 2 on at

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Vendor Workflow

Hi @CA Neeraj Kumar,

Sorry I ve overseen that the question is about AX and not F&O.

I am not sure tbh, but I dont think so.

Kind regards, Adis

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CA Neeraj Kumar 2,558 on at

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Hi @Adis,

I have one question whether this business events also support for AX2012?

Regards,

Neeraj Kumar

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Adis 5,619 Super User 2025 Season 2 on at

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Vendor Workflow

Hi,

It depends how hard or soft the requirement is. If your requirement is a MUST then you need definitely need customization.

In other cases I would suggest the following where you dont need to customize anything and can stay in standard.

Use the dataverse connection to send emails to a shared mailbox or users to check the vendor record, once a new record is created. An alternative is to create a business event instead of a dataverse connection. Its a development, but you dont interfere with the standard code. In both cases you could insert information about the record itself.

This approach gives employees to chance to get notified about new records along with some information.

Kind regards, Adis

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CA Neeraj Kumar 2,558 on at

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Hi,

To achieve this requirement, you need to do the customization.. sharing article that can help you.

https://community.dynamics.com/blogs/post/?postid=85e41f35-64a3-4495-9713-3b8743c58575

Standard doc: https://learn.microsoft.com/en-us/previous-versions/dynamicsax-2012/developer/implementing-workflow-for-microsoft-dynamics-ax

An example for Custtable, you can refer this as well for making the similar workflow for VendTable:

https://erpsoftwareblog.com/2018/09/creating-custom-workflows-in-dynamics-ax2012/#:~:text=First%20of%20all%2C%20make%20sure,batch%20groups%20for%20all%20process.

Vendor approval option given in AP parameters are related to Vendor Change Proposals where we can enable fields (available option like Terms of payments, name, Bank etc.), so system enables a workflow for any changes happened in those enabled fields, and then after approval it applies those changes to Vendor master.

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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