Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / How to configure vendo...
Finance forum
Answered

How to configure vendor invoice line workflow

Posted on by 1,134

I am confused on how to set this up the vendor invoice LINE workflow. I have this setup but it is not working and the invoices are being posted without approval. I am not sure how to link to the pending invoice workflow at the line level. Does it need to be associated with the header workflow, if so how? Please assist.

  • Verified answer
    andreasraithel Profile Picture
    andreasraithel 4,596 on at
    RE: How to configure vendor invoice line workflow

    Hy Kumar,

    you cannot call the Line Level Workflow for itsself, the line level Workflow has to be called from the Header Workflow.

    So start with Header Worklfow and insert here the Line Level Workflow.

    You need to design both Workflows and you can use approval steps in both, if needed. 

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans