Hello there!
Is it possible to have some AP vendor invoices go through the AP vendor invoice workflow while others do not go through the workflow process? For context, I'm evaluating a 3rd party AP automation ISV solution and we have identified that that the ISV solution does not support one of our scenarios. Our business users have agreed to use the ISV solution for most of their AP invoicing needs and use standard manually maintained vendor invoices in D365 for the scenarios that the ISV cannot support. The ISV solution contains its own approval workflow and the ISV integration will generate and post vendor invoices in D365 for the invoices in their system. For the ISV solution, they would like to not have workflow turned on for the invoices that they generate. However for the invoices that users manually maintain in D365, we would like those invoices to go through workflow. Is it possible to have most of our invoices not process through workflow at all and the small handful of invoices that process manually do go through an approval workflow? The best option I can see so far is to have them all go through workflow and have my ISV invoices be automatically approved so they bypass the workflow approval process but in this way, they are still going through workflow. This makes the posting process of the invoices asynchronous and causes problems for our ISV solution. They do not want the invoices to go through workflow even if they just auto-approve so I'm wondering how it's possible to completely bypass workflow for some invoices but have others go through workflow. Any suggestions are greatly appreciated! I'm open to technical/development solutions but would prefer an out-of-the-box option if one is available.
Hello it is possible if the ISV is bringing in the invoices via invoice journals. You would create 2 different types of journals in General ledger>journal setup>journal names... one for the ISV to use without an assigned workflow and a manual entry one with an enabled workflow. Then you can setup a batch job to auto post the ISV journals automatically with the needed criteria like shown below in order to prevent users from posting journals without approvals.
André Arnaud de Cal...
291,965
Super User 2025 Season 1
Martin Dráb
230,817
Most Valuable Professional
nmaenpaa
101,156