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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / What is the best way t...
Microsoft Dynamics AX (Archived)

What is the best way to set up and use approvals on AX

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Posted on by Dreamxcell 25

Hello,

So i want to set up a basic approval system for costs.

So like costs under €5k to go to a certain user for approval and over €5k goes to another user to approve.

What is the best way to set this up?

Thanks

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Dreamxcell,

    If those costs are recorded through the 'ordinary' vendor invoice process then you can make use of the standard workflows. Simply setup a condition that routes the approval to one user if the amount is <5k and to another one if it is >5k.

    Best regards,

    Ludwig

  • Dreamxcell Profile Picture
    Dreamxcell 25 on at

    Thanks for the reply. I know in theory what needs to be done, but what is the area in the system i need to go to set this up?

    I assume it is Purchase Ledger? And then somewhere in the setup? Sorry i am coming from a finance background with not too much skills in the IT area.

    Also, if it could be done at the Purchase Order stage? 

  • Dreamxcell Profile Picture
    Dreamxcell 25 on at

    Sorry it is at the purchase order stage.

  • Suggested answer
    dekaasboer Profile Picture
    dekaasboer 1,530 on at

    Go to accunts payable> setup > accounts payable workflows and create a new workflow of the type vendor invoice workflow

    In that case go to procurement and sourcing> setup > procurement and sourcing workflows and create a workflow for purchase order approval.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Dreamxcell,

    You can have a look at the following posts that provide an example how a vendor invoice workflow can be setup.

    dynamicsax-fico.com/.../vendor-invoice-recording-part-1

    Best regards,

    Ludwig

  • Dreamxcell Profile Picture
    Dreamxcell 25 on at

    thanks, I will try to set this up now

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Dreamxcell,

    Have your tests been successfull?

    Best regards,

    Ludwig

  • Dreamxcell Profile Picture
    Dreamxcell 25 on at

    Hi Ludwig,

    I am making good progress with it. However which condition should i select for total purchase order value greater or less than €5k? 

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