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Invoice Workflow

Posted on by 5

I have a client that is interested in creating a workflow that flows to the creator of the PO (could by anyone in the company) for approval?  

I have tried this and it works great - designating a review to a specific financial dimension (i.e., Store/Department) but I'm not sure if this is granular enough since I would have to have designated approvers at each location.  Any ideas would be greatly appreciated.

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-vendor-invoice-workflows#1-optional-set-up-expenditure-reviewers-for-vendor-invoices>

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    Prem Kumar Bachu 3,412 on at
    RE: Invoice Workflow

    Hi,

    Using expenditure reviewers assignment in workflow workaround is better than doing customization. Similar question addressed in below link.

    community.dynamics.com/.../ax-workflow-for-the-vendor-invoice-approver

    And if you are looking for any customization around this, below video might help you.

    organicax.com/.../

  • ShockD365 Profile Picture
    ShockD365 5 on at
    RE: Invoice Workflow

    I should add:  The workflow purpose is really around procurement items that aren't generating a Product Receipt (no three way match).  The user who created PO is signing off on the invoice essentially saying, "I've received.  It's good to Post/Pay."

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