Microsoft Dynamics AX (Archived)

Credit Note Approval Workflow

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Posted on by Community Member

Hi, Please let me know if anybody has experience with Credit Note approval workflow.

Thanks ~ Nidhi :)

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Ludwig Reinhard Microsoft Employee on at

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Hello Nidhi,

Do you refer to customer or vendor credit notes?

For vendors there are a couple of standard invoice workflows available in AP. If you define via the properties-activation window that the workflow should only run if the amount is less then 0, then the Standard workflow should work.

Best regards,

Ludwig

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lally 8 on at

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Hi Ludwig ,

As you suggested we can create the workflow for credit notes also in AX . Assume that there is already workflow for the purchase invoice , which is working fine , now regarding the credit note do i need to create the new workflow or in the existing workflow add a condition with negative value or less than Zero .

What's your throughts on this ?

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Ludwig Reinhard Microsoft Employee on at

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Hi lally,

I would use what is already there and extend the existing workflow. If you have already one for purchase invoices, you can then extend it by entering a conditional decision that leads the workflow through a different path. If you have Access to the MS contoso demo companies that a look at the USMF-vendor invoice workflow to get some ideas what can be achieved with the standard tools. I think that is already a lot.

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig, I am actually looking for Customer Invoices in the AR Module.

I did not see any OOB Workflow so thought of checking in the community if anybody had worked on the same.

Thanks ~ Nidhi :)

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Ludwig Reinhard Microsoft Employee on at

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Hi Nidhi,

For the customer invoice / credit note process there is no standard workflow available unless you work with the project module and do the invoicing from there. If you are not using the project module you need the help of a developer to get the workflow into AX.

All the best,

Ludwig

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Community Member on at

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Hi Ludwig,

We are not using the Project Module for invoicing.

Do you know of any links that i can refer to for developing the worklow?

We are on AX 2012 R3.

Thanks ~ Nidhi :)

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Sohaib Cheema 49,438 User Group Leader on at

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Hi Nidhi,

You may have a look at next thread.

community.dynamics.com/.../469004

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Community Member on at

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Thanks Sohaib.

I'll have a look at this soon. Will reach out to you in case i face any issues.

~ Nidhi :)

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