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how to use workflow in payment to vendor?

Posted on by 25

can help me about workflow for payment to vendor 
1-i need create payment 

2- show payment with Bank accountant 

3- approve from management

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    RE: how to use workflow in payment to vendor?

    Hi Ahmed,

    I don't have an example like your requirement available, so unfortunately, I don't have any details to share. What attempts did you do yourself in the last three months?

  • ahmed abd Profile Picture
    ahmed abd 25 on at
    RE: how to use workflow in payment to vendor?

    Hi André

    please send to me steps for  workflow with one manual decision  

    If I find a video I will be thankful

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    RE: how to use workflow in payment to vendor?

    Hi Ahmed,

    Can you explain your last question? What exactly do you expect now?

  • ahmed abd Profile Picture
    ahmed abd 25 on at
    RE: how to use workflow in payment to vendor?

    Hi André

    please send to me the steps

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    RE: how to use workflow in payment to vendor?

    Hi Ahmed,

    So, three persons need to interact in this journal. You can try to create a workflow with one manual decision (is attachment created) and an approval step. Or a workflow with two approval steps.

    Then the AP accountant can create the journal and submit for approval.

    The Bank accountant can attach a document and perform the manual decision or do the first approval

    The manager can do the last approval step.

    Not sure if it is allowed to add attachments when the journal is in review, but you can test this.

  • ahmed abd Profile Picture
    ahmed abd 25 on at
    RE: how to use workflow in payment to vendor?

    Hi André

    thank you for All support

    request payment to vendor usually coming by Email and AP accountant he need to this in process in ax

    1-somebody request payment to vendor

    2- AP accountant create payment in ax

    3- Banks accountant create payment in Bank system and open ax and create attachment

    4- after than the Manager approval on bank system and open AX create approved

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    RE: how to use workflow in payment to vendor?

    Hi Ahmed,

    Unfortunately it is not clear to me yet, but I think we are coming closer. Is the requestor also the person who creates a payment journal with one or more lines? Or if he requests it, will the AP accountant create the journal with the payment lines?

  • ahmed abd Profile Picture
    ahmed abd 25 on at
    RE: how to use workflow in payment to vendor?

    Hi André

    I need to create a workflow in AX to automate the payment process starting from the requestor (usually not finance)

    I need to start the workflow from the requestor and once the requestor create a payment request a workflow process tarts by notify the AP accountant, and the rest of the process follow

    thank you  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    RE: how to use workflow in payment to vendor?

    Hi Ahmed,

    There are some volunteers trying to help you. I asked a question and now I do have a new question. What is a "TT"? Also Ludwig had some additional questions. Probably, you have to describe the process in more details and also what steps are performed within and outside AX. Then we might be able to understand if your process is completely different compared to the process in our countries (Germany and the Netherlands)

  • ahmed abd Profile Picture
    ahmed abd 25 on at
    RE: how to use workflow in payment to vendor?

    I need process payment 

    i mean request payment in ax and send to responsible person notification then prepare transfer amount and upload TT in ax and send notification for  responsible person then approve and and send notification for all it is done 

    please help me 

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