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Exclude workflow for integrated free text invoices from outside D365 invoices

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Posted on by JP..

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Hi Team,

I have a scenario where we have integrated free text invoices coming into D3365 where users don't need the workflow for approval process and just to post .because those invoices are validated in 3rd party application before integration and its time consuming again to submit in workflow and post, but they required workflow for manually created free text invoices to approve as per standard process in WF.

please suggest how can we exclude free text invoice workflow only for integrated invoices but use WF for manually created invoices in D365FO.

any inputs are highly appreciated!.

Thank you

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Dynamics 365 Finance

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Bharath jain 1,517 Super User 2026 Season 1 on at

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Hi,

Once you enable the workflow for free-text invoices in the standard system, it will apply that rule to all invoices."

In your case you need to customize to exclude transactions imported from 3rd party.

Regards,

Bharath Jain

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