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Budget planning workflow - how to use it in a demo

Posted on by 50
Hi All,
 
I need to prepare for a Demo of the Budgeting module, where I will show the whole end to end flow. My only issue is to understand the workflows. I have now created a Budget plan, which was in status Initial, and the I adjusted the budget plan and submitted it to the workflow. The status of the budget plan is 'In review'.
 
How can I see who has received the budget plan to approval?
Since this is a demo, can I somehow be the approver in all stages? So that I can show all the steps?
 
I would be so happy if I could get some help here! Thanks in advance :-)
 
BR
Suzan
  • Suggested answer
    Suzan Salai Profile Picture
    Suzan Salai 50 on at
    Budget planning workflow - how to use it in a demo
    Issue is solved:
    The workflows had the status Withold, after changing them to Waiting it worked.
  • Suzan Salai Profile Picture
    Suzan Salai 50 on at
    Budget planning workflow - how to use it in a demo
    I still have the same issue. 
    My environment is not a devbox.
     
    And I changed the workflow to auto-approve, and still it's stucked in the workflow status Review. 
     
    Any ideas what this could be?
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,243 on at
    Budget planning workflow - how to use it in a demo
    test
  • Waed Ayyad Profile Picture
    Waed Ayyad 3,243 on at
    Budget planning workflow - how to use it in a demo
    tt
  • Suzan Salai Profile Picture
    Suzan Salai 50 on at
    Budget planning workflow - how to use it in a demo
    Thanks for answering Waed!
     
    I actually do not know if it's a devbox. Is there another way to check if the batch job is the issue? I have checked the batch job overview, but couldn't find any budget workflow (don't know what the jobdescription would be for budget planning workflow)?
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,243 on at
    Budget planning workflow - how to use it in a demo
    Hi,
     
    Are you working on Dev box? Can you check if the batch service is started or not?
     
    How to add Batch Server to a Batch Group in D365 Operations – $ree Blogs
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Suzan Salai Profile Picture
    Suzan Salai 50 on at
    Budget planning workflow - how to use it in a demo
    Thank you very much Waed for replying.
     
    I'm using the demo setup and have not changed any setup, I have though created a new budget plan process. My workflow does not look like yours, there is only one workflow activity, and then the workflow is stucked. The legal entitiy I'm testing the process in is USMF. Do you know what else the solution could be? Here are the screenshots:
     
     
     
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,243 on at
    Budget planning workflow - how to use it in a demo
    Hi,
     
    Yes, you can check where is the workflow now from the View history button and also, you can reassign it to click on the view history to see where the workflow is now then at the end of the page you will see work Items tab, from reassign button change it to your user.
     
     
     
     
     
     
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     

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