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Microsoft Dynamics AX (Archived)

Workflow for cross-company

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Posted on by 735

I have the following business model:

One Distributor and many Dealers (all companies are independent Legal Entities).

 

In D365O I need to create a workflow for warranty requisition approval process.

Very short description of the process:

  1. The warranty case has happened with device which was sold through the Dealers’ network.
  2. The Dealer (Initiator) repaired the devise and created in D365O a warranty requisition (for reimbursement). Than the Initiator Submit a Workflow.
  3. The Distributor (Approver) has to take a decision – (Approve, or Reject, or Request Change).DistributorDealers.JPG

In this post http://smcdax.blogspot.co.uk/2013/11/single-company-multi-comapmy-in.html (which is related to AX2012) I found that “In multi-company one can have problem; the reason behind the problem is; Microsoft Dynamics AX Architecture allows you to have workflow batch setup only once. E.g. if you have 10 companies and you setup workflow infrastructure    in one company say company-6; you will see that this setup is done automatically in each company. The reason behind this is that as per architecture of Microsoft Dynamics AX, BatchJob (Table) has a property (Save data per company) as No. This makes dynamics ax workflow structure complex and less useful. So if you have to operate a workflow across the companies, you need to have shared table and you need to operate your workflow on that table.”

My GOAL is to create ONE Workflow process (in Distributor Legal Entity) which will be applicable to ALL Dealers.

The question: is it possible (in D365O) to create Cross-Company Workflow? If – yes, any help is appreciated (particularly, I need to implement the business model described above)

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  • Verified answer
    Ragoza Oleksandr Profile Picture
    Ragoza Oleksandr 735 on at
    RE: Workflow for cross-company

    Hi Andre,

    Thank you

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,458 Super User 2024 Season 2 on at
    RE: Workflow for cross-company

    Hi Ragoza,

    This is not possible without customization. Possibly a new warranty table can be created which is set to be global. Then build the workflow on this table and have reference fields to the confirmation journal. This is possible using an extension model.

  • Ragoza Oleksandr Profile Picture
    Ragoza Oleksandr 735 on at
    RE: Workflow for cross-company

    Hi Andre,

    Thank you for quick response.

    “the document table (in your scenario the warranty case) should be a global table” - In my case, “Warranty cases” table is CustConfirmJour table (SaveDataPerCompany: Yes). The Overlayering is forbidden.

    “you can give access to the distributor in the dealer companies for the workflow only” – in this case I have to configure a workflow at the dealer level (the quantity of WF configuration as much as qty of dealers), I know about this workaround, thank you, but this not what I need.

    I need to create ONE Workflow process (in Distributor Legal Entity) which will be applicable to ALL Dealer

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,458 Super User 2024 Season 2 on at
    RE: Workflow for cross-company

    Hi Ragoza,

    Basic requirement is that the document table (in your scenario the warranty case) should be a global table. If not, you can give access to the distributor in the dealer companies for the workflow only.

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