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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Pending open Invoices
Microsoft Dynamics AX (Archived)

Pending open Invoices

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Posted on by Samkh 6

Hi,

I have a list of pending open invoices in procurement, where some of them passed the 3 way matching and some of them failed. 

For the failed ones I would like to send a notification the employee responsible ( assigned by vendor) through a workflow process so they can review the POs. Any ideas?

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sam Khawaja,

    Are you already making use of the vendor invoice workflow?

    There you can specify different tasks - such as notifications - if for example an invoice cannot be matched.

    Probably try to set this up in a demo/test environment.

    Best regards,

    Ludwig

  • Samkh Profile Picture
    Samkh 6 on at

    Hi,

    Which workflow type I should use? I tried the purchase order line however I couldn't find the fields of 'product receipt quantity match ' or 'price match'.

    Thanks

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Here a simplified example how this should work

    - workflow includes conditional check for matching tolerance (the first node after start)

    2185.wf1.png

    - the first step checks if the matching is successful

    1537.wf2.png

    - in case it is not successful, that is, if a matching variance exists, an automatic notification task is triggered that is always completed for example by linking it to the workflow owner (admin in my case)

    4251.wf3.png

    - for this notification task I set up a notification

    wf4.png

    - that is sent to a specific user or participant

    wf5.png

    Would be great if you could test something similar in your demo/test system.

    Best regards,

    Ludwig

  • Samkh Profile Picture
    Samkh 6 on at

    Thanks for the details. It helped!

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