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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow for approving...
Microsoft Dynamics AX (Archived)

Workflow for approving vendor does not prevent you from using unapproved data

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Posted on by alexandra 12

Hi, 

I'm currently working on a customer that has a workflow set up where you need to approve the tems of payment and method of payment, and bank account. The problem is that even if this fields are not approved you can still choose them on the vendor in a payment journal for example. It's is not populated automatically but there is nothing stopping you from going in and just choose the payment method in the drop down list in the journal. Is that how the functiopnality should work?

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  • Suggested answer
    guk1964 Profile Picture
    guk1964 10,888 on at

    That is up to you.

    Who has security access to enter such data?

    Typically such fields ae inherited from a Vendor group.

    The approval of the Vendor master data is when you activate the Vendor, so control that field and update, and  make the critical  fields hidden, or view only, or add another change control workflow to stop unauthorised change.

    Note, however that these are defaults, that populate an order,  not fixed - you may want special terms e.g. for a specific Purchase order -  and can be overridden transaction by transaction if you do not also control the security.

    So you are right that approving the original value by itself while useful to set a default may not in itself be a sufficient control of what happens subsequently. 

    You can add security or workflow or alerts to the various transaction fields……..

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

    Hi Alexandra,

    Wich AX2012 version do you operate exactly R2/R3?

    When you say that you have a workflow to approve terms of payment, method of payment etc. then this must be something that you created/developed, right?

    Can you spend a few more words on this workflow, how it was setup and designed?

    Best regards,

    Ludwig

  • Suggested answer
    Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Alexandra,

    Workflows on sub masters you have mentioned are not standard. This seems to be a custom development. I think it is  up to you to enforce such validations in places it is required. These will not be stopped even on the payment journals etc.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Alexandra,

    Did you make any progress here and were you able to get this issue already solved?

    Would be great if you could keep us updated here.

    Many thanks,

    Ludwig

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