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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to forward vendor ...
Microsoft Dynamics AX (Archived)

How to forward vendor invoice workflow to new recipient?

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Posted on by howalker 1,212

Is there a way in standard AX 2012 R2 to forward or re-direct a vendor invoice workflow to another recipient?  Let's say the workflow engine has sent an approval request to John, but the vendor invoice really should go to Jane for approval.  Can this be done in standard AX? 

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  • howalker Profile Picture
    howalker 1,212 on at

    Follow up question:  If this can be done using standard AX, is it done before the invoice is posted to the vendor account, or after?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    IT administrator or System Administrator can reassign this work-item to a new employee by going on workflow history inquiry. Possibly also, workflow owner perform this duty. Once done, new employee would get notification for work items.

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    Definitely before posting invoice. Once approved and posted, Document(Invoice) is locked.

  • howalker Profile Picture
    howalker 1,212 on at

    Thank you for your replies.  Is there a way a user can do it without having to go to a sys admin?  

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    Unfortunately a user would not be able to do so, unless he/she is provided additional permissions, by assigning privilege such as WorkflowManageWorkflowInstances

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