Vendor workflow and Vendor Hold

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Posted on by Frank Hamelly | MVP...

46,623 Super User 2025 Season 2

When my vendor approval workflow is activated, I can't do a manual update of the Hold Status on the vendor record. The Hold menu drop-down is grayed out. If I inactivate workflow, the Hold menu becomes active again. Am I missing something in my Vendor workflow design or is this standard behavior?

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Ludwig Reinhard Microsoft Employee on at

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Hello Frank,

Do you refer to the workflow where invoices are entered through journals or if they are entered through the invoice workbench that is the open/outstanding vendor invoice form? Ludwig

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Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

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Ludwig, thanks for the response. This is not for invoices - it's on-boarding of a new vendor. Vendor approval workflow. Thanks.

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André Arnaud de Cal... 300,731 Super User 2025 Season 2 on at

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Hi Frank,

This is intended behavior. As long as the workflow is pending, the status is blocked for updates which makes sense to me.

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Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

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Agreed Andre but what I'm seeing is that even after the new vendor is approved thru workflow, I cannot manually update the status unless I disable workflow. The status field is locked. This could be a bug in AX7 but wanted to hear from the experts before submitting a MSFT case. Thanks.

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Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

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I just learned that there is an ISV app in the environment that is affecting the behavior of the Hold function when workflow is activated. Thanks Ludwig and Andre.

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lally 8 on at

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[quote user="Frank Hamelly"]When my vendor approval workflow is activated[/quote]

Hi Frank ,

Does vendor approval workflow functionality is available in standard AX ? or Is it a ISV functionality?

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Gilbert Khayat 3,254 on at

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Hi, where can I find this vendor workflow.. I am trying to figure out a way to place the vendor on hold until someone else confirm that all information are correctly entered before transacting against the vendor.

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