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Vendor Invoice workflow

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Posted on by KD_10

Hi Experts,

I have created a Vendor invoice workflow which will be checking the Dimensions (Department) for my business scenario

Departments Created - 2000 (Finance Dept.) , 4000 (Operations Dept.)

So, in this scenario system is checking the 1st line (Department -2000) rather than both lines as client requirement is every line it should check the departments, Any way we have any settings for system to validate all the lines and push the workflow on line level ?

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André Arnaud de Cal... 298,352 Super User 2025 Season 2 on at

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RE: Vendor Invoice workflow

Hi KD 10,

Did you setup the conditions on the header or the line dimensions? At the bottom of the Ledger Journal Table field list, you can open a node for the Journal Lines table.

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SouravDam 11,730 on at

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RE: Vendor Invoice workflow

Hi KD_10,

Agreed with Prem Kumar as vendor invoice journal only validates header level.

If you want to validate line wise, then you have to go for vendor invoice workflow which is basically applied for Pending vendor invoices with workflow type of "VendProcessInvoice".

Regards,
Sourav

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KD_10 8 on at

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RE: Vendor Invoice workflow

Hi Saurabh,

I have just shared

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KD_10 8 on at

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RE: Vendor Invoice workflow

Hi Lucas ,

This workflow contains 3 conditional statements for Departments as you guessed it, If system validates each department it will go to respective Dept. Heads else it moves to next Department for evaluation.

System is perfectly validating on 1st line , but not moving to next lines that's the problem out here

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KD_10 8 on at

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RE: Vendor Invoice workflow

Hi Prem,

I agree with you we do have header level workflow in D365. Thanks for the suggestions. Appreciated !

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saurabh bharti 15,039 Moderator on at

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RE: Vendor Invoice workflow

Can you please share workflow setup?

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Lucas Boewood on at

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RE: Vendor Invoice workflow

You can do it with Vendor Invoice Journal workflow, but it depends on the structure of the workflow and the conditional statements you have set up. Follow the flow of the workflow you have. Does it contain multiple conditional statements? If the first statement is true (for example dept = 2000), does it go to an approver and then on to the next condition (like dept = 4000), or does it go elsewhere?

My guess is you have a list of conditions for each department, each condition goes to an approver, but once one department is approved the flow doesn't go to the next conditional statement to check subsequent departments.

I hope that makes sense and helps! Feel free to share a screenshot of your workflow and the conditions you have set up. I'd be happy to take a look.

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Prem Kumar Bachu 3,418 on at

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RE: Vendor Invoice workflow

Hi,

Vendor invoice journal workflow is journal level, it is not available for line level. You can consider "pending vendor invoices" functionality which has line level workflow but you have to use procurement category for expenses accounting.

Regards,

Prem

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