Dynamics Community Forum Thread Details

Dear,

I am trying to set up purchase invoice workflows and purchase order workflows (as you can see, these are enabled):

So, for example, I set up the workflow user groups (for example: SCIENT) and salespeople enz.

When I want to release a purchase invoice, I have to send an approval process first.

When I send an approval request, I have to first choose an approval flow code or a purchaser code before going forth.

I, then, have to choose in the approval flows (I created on approval flow based on the workflow user group that I had set up). My question is: what is the nuance? Is this not redundant when I set it up like this?

The approval has been sent through the approval flow code. How is the workflow then used? (The approval status above the screen doesn’t tell me anything either > it just gives me job titles, but these are empty. So, I do not know the difference between all this).

In the approval entries (where the workflows are apparently showed in a sense), I can see the last lines with my name approving it.

But I don’t think I get the nuance between all those schemes as I want to understand how to put standard workflows on in a purchase invoice or/ and a purchase order and get all the differences between these topics.
If you could help me out, I would be eternally grateful!

Wishing you nice holidays 😊

Best regards,
Dear Maxim,

I am trying to set up purchase invoice workflows and purchase order workflows (as you can see, these are enabled):

So, for example, I set up the workflow user groups (for example: SCIENT) and salespeople enz.

When I want to release a purchase invoice, I have to send an approval process first.

When I send an approval request, I have to first choose an approval flow code or a purchaser code before going forth.

I, then, have to choose in the approval flows (I created on approval flow based on the workflow user group that I had set up). My question is: what is the nuance? Is this not redundant when I set it up like this?

The approval has been sent through the approval flow code. How is the workflow then used? (The approval status above the screen doesn’t tell me anything either > it just gives me job titles, but these are empty. So, I do not know the difference between all this).

In the approval entries (where the workflows are apparently showed in a sense), I can see the last lines with my name approving it.

But I don’t think I get the nuance between all those schemes as I want to understand how to put standard workflows on in a purchase invoice or/ and a purchase order and get all the differences between these topics. I just do not understand the links between all of this; what 'event' does really trigger another 'event' ?
If you could help me out, I would be eternally grateful!

Wishing you nice holidays 😊

Best regards,