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Finance | Project Operations, Human Resources, ...
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adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

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Posted on by 35

I have a question if anyone can assist me:

 

I have a purchase order workflow. When user submits the PO for approval, the email notification send to the approver displays

Amount in company currency rather than PO currency. For example if PO is for USD100 it will display amount as say 128 but currency will remain as USD (i.e it converted USD to CAD for amount)

 

My question: how I can have purchase order amount in same currency it is created in. I don’t find that field in my available placeholders. How I can add that field in this list ?

 placeholder-list.png

Thanks for your help.

Ateeq

  • Tayyab Raza Profile Picture
    Tayyab Raza 5 on at
    RE: adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

    You need to customize your workflow document class.

    Steps 
    1) Go to the your workflow document class.(e.g PurchTableWorkflowDocument)
    2) Add new method (e.g parmItemName(CompanyId _companyId, TableId _tableId, RecId _recId))
    3) Now close your Ax client and open your workflow list your new feild should be there.


  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

    Looks like customization is the only option here!

    Regards,
    Sourav

  • savalagimath Profile Picture
    savalagimath 10 on at
    RE: adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

    Hi Ateeq,

    Have you got answer for this?

    Even I have same requirement.

  • Ateeq Khan Profile Picture
    Ateeq Khan 35 on at
    RE: adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

    Sourav,

    My question is mainly around how to get a field into placeholder list? Right now we don't see any option to add any new field into existing list as shown in image my earlier post.

    Ateeq

  • SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: adding a new field to workflow placeholder list in MS Dynamics AX 2012 R3

    Hi Ateeq Khan,

    I don't think it will be justified the way you are expecting to display the currency value in email notification for PO. For example; your company currency is CAD and you are passing PO with USD.

    The reason why because; if you display USD 100 as USD 128 (which is actually CAD value as per you) then it may create confusion to the users at first glance when they look at the email notification and they might be thinking that 128 is USD value and not CAD value.

    Suggestion is to write in work item instruction placeholder in the workflow like below.

    PO currency is %Purchase orders.CurrencyCode% and Invoice amount in CAD is %Purchase orders.Invoice amount%

    I think this will give you a more meaningful notification as the output will be like this --- PO currency is USD and Invoice amount in CAD is 128.

    Also you can try with this; PO currency is %Purchase orders.CurrencyCode% and PO amount in CAD is %Purchase orders.Balance%

    It will give you an output like --- PO currency is USD and PO amount in CAD is 128.

    Kindly test this and provide your feedback in this forum.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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