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Supply chain | Supply Chain Management, Commerce

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AR Credit note Workflow

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Posted on by vishal.sai.b

36

Hello Experts,

we have a requirement to setup the AR Credit note Workflow Setup for client,
Could someone let me know how to setup the workflow

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Community member 13 on at

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AR Credit note Workflow

Hi,

You cannot customize/enable workflow in Sale order Invoice form. Instead, create custom SO Workflow (This needs to be customized. There's no standard SO workflow). Whenever a line with negative qty added in SO, trigger the workflow approval. This way, negative qty lines (credit note lines) will be approved by approvers before posting Sales invoice.
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Kevin Xia Microsoft Employee on at

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AR Credit note Workflow

Hi,

You can refer to this official document, which describes the workflow system: Workflow system overview - Finance & Operations | Dynamics 365 | Microsoft Learn.

By the way, you can view all the workflow content at the end of the article, and click the hyperlink to jump to the corresponding article.

Best regards,

Kevin

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