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Hi
We have 3 different legal entities within AX. Is it possible to set up a purchase requisition workflow for each legal entity or is this a global workflow.
Thank you
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Hi Simon,
In the workflow editor, select "Activation" on the menu bar.
There you can enter conditions for running the workflow.
Add a new condition:
Where - Purchase requisitions.Buying legal entity - is - value - (select legal entity)
This way you can create multiple purchase requisition (or any other) workflows, but by setting activation rules they will only run if the criteria is met. e.g. by legal entity.
Kind regards,
Matt
Hi Matthew
Thanks for quick reply.
So if I wanted a workflow for all 3 different legal entities.
If person one works for legal entity A, when they go into purchase requisition would it automatically select the workflow associated with legal entity A?
Simon
When you create a purchase requisition, you have to select the legal entity that you are raising it on behalf of.
When you submit it to workflow, it would run the workflow that has that legal entity as the one set in the activation rules.
Regards,
Hi Matt
At the moment we have a global workflow,
When we create a new PR, we only select name, requested date and account date, see screen shot.
The legal entity comes from the default company set up against the user name
Thanks
Hi Simon.
Remembering that purchase requisitions can be against multiple legal entities, the basic theory is wrong here. However we have an IMPLIED situation like yourself that all lines will be against the same legal entity. So we accomplished the above, by creating a configuration per legal entity. We then created a "main" configuration that has conditions to kick off these based on the first line's buying legal entity. Only this main one is marked as the "DEFAULT" configuration in the editor. You can accomplish this using activation conditions too, but we decided to make it more explicit/visual.
I hope this helps.
Thanks for the reply Jonathan. I have now got this working as suggested.
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