Purchase Requisition Workflow

(0) Share

Report

Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (3)

Community Member on at

Like (0)

Report

RE: Purchase Requisition Workflow

Thanks for the reply Jonathan. I have now got this working as suggested.

Simon

Was this reply helpful? Yes No
Verified answer

Jonathan Halland 11,310 on at

Like (0)

Report

RE: Purchase Requisition Workflow

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Purchase Requisition Workflow

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

Simon

Was this reply helpful? Yes No
Verified answer

M Westwood 485 on at

Like (0)

Report

RE: Purchase Requisition Workflow

Hi 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,

Matt

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Purchase Requisition Workflow

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?

Thank you

Simon

Was this reply helpful? Yes No
Verified answer

M Westwood 485 on at

Like (1)

Report

RE: Purchase Requisition Workflow

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

Was this reply helpful? Yes No