Available workflows in D365FO for Supplier and customers

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Posted on by PaulD365SA

Hello everyone,

I am looking for some further guides or information specifically on Supplier and Customer workflows in D365FO. In specific it is the supplier and customer change workflow and which fields are able to be attached and approved through this method? I have reviewed Technet and other resources. I would review myself but I am awaiting the build to be completed and the sandbox is not that good. Any pointers or details would be really good.

Thank you in advance.

Paul

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Sukrut Parab 71,735 Moderator on at

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Did you look at the below workflows ?

Customer workflow -

docs.microsoft.com/.../customer-workflow

Proposed Vendor changes workflow

vamsipraneethdax.blog/.../

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PaulD365SA 5 on at

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Thanks Sukrut, I did look at the first link, my question was is it any field of a specific field, seems it is any field as per the second link.

Thank you very much

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PaulD365SA 5 on at

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Hi, I have a follow up to this question on the supplier invoice journal workflow is this workflow only on a group or conditional or can it be set up as a hierarchy workflow as well?

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Sukrut Parab 71,735 Moderator on at

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Hi Paul ,

In workflow you can set conditions based on available fields in the document . You can also set Assignment based on hierarchy and associate hierarchy with the workflow template.

Here group means do you want to configure it based on vendor groups ?

Take a look at below link to see example of hierarchy

community.dynamics.com/.../configurable-hierarchy-on-workflows-in-dynamics-365-for-operations

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PaulD365SA 5 on at

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Hi Sukrut,

The link is helpful my questions is with Vendor invoice workflow this can be linked to the employee hierarchy using signing limits at each step of the workflow, for vendor invoice approval journal workflow. In 2012 we could only set up group workflow or conditional workflow not a hierarchy, is this the same in D365 or can you link workflows somehow?

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