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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Vendor workflow and Ve...
Microsoft Dynamics AX (Archived)

Vendor workflow and Vendor Hold

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Posted on by Frank Hamelly | MVP... 46,633 Moderator

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?

*This post is locked for comments

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

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

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,808 Super User 2026 Season 2 on at

    Hi Frank,

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

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    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.

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    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.

  • lally Profile Picture
    lally 10 on at

    [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?

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,254 on at

    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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