Hello community,
does anyone know if it's possible to trigger the "submit" to workflow automatically (without user intervention) for pending vendor invoices?
Many thanks,
Fjorela
Hi Fjorela,
What specific issue are you facing?
The submit button can not be triggered automatically
The vendor invoice automation features that are part of wave 2 have such a feature build in.
docs.microsoft.com/.../auto-vendr-invc-process
Yet, please check especially this text from the MS docs site:
... Invoices that are related to purchase orders (POs), and invoices that contain a non-PO procurement category and non-stocked lines, can automatically be submitted to the workflow system. Invoices that are manually entered and invoices that are created using the Vendor collaboration invoicing workspace must be manually submitted to the workflow system....
Best regards,
Ludwig
Hi Mattguo,
thank you for your reply. So what I want to achieve is following: automatically post pending vendor invoices that are generated by the intercompany project customer invoice in the lending company. So I thought to implement a workflow which runs only for intercompany vendor invoices and automatically posts these invoices (without having to click on submit). I can define an automated posting task in the vendor invoice workflow.
Thank you
Hi Ludwig,
thank you for the information. So I tested this functionality by activating the feature and the necessary parameters. However, since I am not making use of the intended vendor invoice automation functionality, I guess, (I mean I am not importing any electronic file), the "Automated submit to workflow status" in my case is set to "Not applicable"
For your scenario, you have to consider a customization. The invoices are created by x++ with another process compared to the feature as mentioned by Ludwig.
Dear Fjorela,
How did you end up solving this? I have a customer which is asking for the same functionality now.
kind regards, Edvardt
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