Finance | Project Operations, Human Resources, ...

Notification to that no vendor record exists for employee creating expense report

(2) Share

Report

Posted on by Morgan Bazin

Good day Dynamics community,

My client is a service delivery organization and many (but not all) employees will need to submit expense reports.

In an effort to reduce unused vendor accounts and save time during employee onboarding, it was asked if there was any options for a notification to be created if the employee did not have a vendor account associated with their employee record.

Desired process would be:

Employee Creates Expense Report

Employee Submits to Workflow

Expense Report Approved

<If Employee not associated to Vendor, notification sent>

Post Expense Reports

Has anyone implemented anything similar, or ideas on how we could achieve this?

Thanks!

All responses (3)

Answers (0)

Morgan Bazin 44 on at

Like (0)

Report

Notification to that no vendor record exists for employee creating expense report

Thanks to you both - appreciated!
André Arnaud de Cal... 291,784 Super User 2024 Season 2 on at

Like (1)

Report

Notification to that no vendor record exists for employee creating expense report

Hi Morgan,

Anthony is correct about using business events. Workflow actions can be enabled as business events. This is a configuration and not a customization. You can then create a Power Automate flow to send a notification. You can even automate the creation of a vendor account based on the Employee details using Power Automate.
Suggested answer

Anthony Blake 2,201 Super User 2024 Season 2 on at

Like (2)

Report

Notification to that no vendor record exists for employee creating expense report

I would probably be doing something with custom business events & Logic Apps or Power Automate.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/business-events/home-page