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Hello All,
Can I create a condition for the Vendor Invoice Workflow, where the approver to the Vendor Invoice should the one who creates the Purchase Order.
Here the scenario is that the Creator of the Purchase Order should be the Approver to the Vendor Invoice,
I am unable to get such condition,
Kindly advise???????????????????????????
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Hi AX_Consultant,
Please have especially a look at the videos on the Organic AX blog as they describe how adjustments similar to yours can be realized.
If there is nothing else that we can help you with and if your question has been answered then please be so kind and verify the answers.
Many thanks and best regards,
Ludwig
Thanks Sourav and Ludwig for your suggestions
Hi AX_Consultant,
Though the question is posted in AX forum but let me take a step ahead to highlight you below detail if you can check this is available in AX 2012 version or not. But same you can see in D365 for Finance and operations.
There is a workflow vendor invoice workflow available in AP setup which you can try. Basically what I understood; this workflow is used to verify if there is any mismatch or discrepancy between vendor invoice and the PO which is created in system. Again; verification can be done by setting the invoice matching rule in AP parameter too.
But even though, if you want to track this with a separate workflow after the PO is already approved, then you can use it. You can select your own condition in any workflow whatever you find similar to your requirement.
Just try this and check if this is fine for the requirement.
Best regards,
Sourav Dam
Hi AX_Consultant,
Unfortunately, there is no such assignment type available. You would have to customize this or try to find a workaround. A possible workaround can be that you make use of the 'vendor invoice expenditure participants' functionality and assign people for approval based on their financial dimension. This would however mean, that you might need an extra financial dimension. Not sure if this is acceptable in your company but it might be worth thinking about rather than making a system modification. In case you decide ending up with a modification, have a look at the following website, where you can find some additional information and inspriations: organicax.com/.../lcashblog
Best regards,
Ludwig
No not like that, Let say If I create a PO for IT purpose and when try to invoice by the accounting team, I will get to approver role for PO invoicing.
Hi AX_Consultant,
Is this really what you want?
If I understand you correctly then you want to allow somebody to create a PO and approve it at the same time?
Doesn't this allow people to 'abuse' the policies/regulations in your company?
I mean, how do you want to ensure that nobody orders something for private purposes and then approves it?
Best regards,
Ludwig
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