web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Is workflow approval p...
Microsoft Dynamics AX (Archived)

Is workflow approval possible on internal orders (we use project item requirements) for that?

(0) ShareShare
ReportReport
Posted on by Community Member

Hi,

Is it possible to use a workflow approval on projects for item requirements? We have that now for purchase orders on projects, but item requirements does not have that, or I do not see it.

User story: as a R&D engineer I enter my item requirements on a project and then the project manager approves them through a workflow. After that approval the items are released to the warehouse for picking and delivery.

J.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    David Massey Profile Picture
    David Massey Microsoft Employee on at

    Workflow approval for item requirements is not supported out of the box

  • Community Member Profile Picture
    Community Member on at

    Thank you, do you have another idea of how our R&D engineers (about 50 engineers) can order items in an easy fashion with a kind of approval? We now have a paper work flow? It happens occasionally that they order so much items that we are out of stock for producing our end product :-). For purchase orders that those R&D engineers pursuit at vendors we do have a work flow in place with 4 project managers.

    Feedback (side note:)

    It happens that you are from Microsoft and today we had a fruitful discussion with our MS partner and Microsoft The Netherlands that we look forward to collaborate more with you(r) development team to engage in a faster response on bugs and how to use the WHS properly..but also to see if we can improve your products as we are an extreme fast growing company and above all we partner with Microsoft with our R&D engineers on our product :-).

    As said we are exploring the item requirements as a replacement for our internal transfer process and manual paper work on getting items to our R&D department at a different location. We have a manual procedure with paper on which the Project Manager approves and then a warehouse clerk enters them in AX as a transfer order. Then the reception receives the transfers...and finance eventually writes off the stock on that R&D warehouse.

    We are looking in an easier way to have internal ordering done. So we came to project with item requirement and that more engineers can order from the same project..but in AX2012 there is only 1 internal sales order and not multiple (for every engineer one), because every engineer wants to receive his/ her own stuff.

    So we have put packing slip update summary checkbox on 'delivery name' and fill in 'delivery name' for every R&D-er (50 times) on our internal customer..a lot of work for every R&D er entering our company. The R&D-er has to enter the item requirements with activity number, entering the delivery name, reserve stock line by line..and multiple engineers on a project wanting to order items for R&D research...is quite complicated. Then in the warehouse we collect the order and now on the packing slip we also see what is in back order for that engineer..so the reception does not have to do that check anymore.

    Third, we are also currently in a licensing round with Microsoft and using more roles of AX. It seems that we all our 50 engineers appear to be Enterprises Licenses. I guess we are using Dynamics AX not correctly since they basically order parts and half assemblies or order prototypes through PO's and we would like to have them write time + order items from our warehouse.

    So I guess there is more to explore why this question is actually asked on this forum and I hope you catch it up as value feedback to improve your product.

  • VictorWien Profile Picture
    VictorWien on at

    Hi Ulti001,

    that's good input on ETO scenarios. I am program manager on the PMA/SI team for Dynamics AX.

    Please send me your contact information to vstehman@microsoft.com so I can add you to my contact list.

  • Community Member Profile Picture
    Community Member on at

    Done.

  • VictorWien Profile Picture
    VictorWien on at

    Can you resend. It didn't get through.

  • Community Member Profile Picture
    Community Member on at

    HI,

    I received it and we might allocate 1 resource to you. We have been taking to the Program Manager of the WHS module as well.

    Here is a challange for us and for you:

    community.dynamics.com/.../203079

    J.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Andrew Jones a1x Profile Picture

Andrew Jones a1x 2

#3
GL-01081504-0 Profile Picture

GL-01081504-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans