Hi ,
I am in the process of setting up couple of workflows using the standard templates available within MS NAV 2016 , but could not find a mechanism readily available for customer \ vendor creations. Where my requirement is pretty much straight forward and all I need to do is trigger an approval for customer \ vendor creation within NAV.
Really appreciate if someone could enlighten me on this .
Thanks
Dear Ilamaran ,
Thanks a lot for your suggestion . The solution worked perfectly and end of the day we have a very happy client !
Hats- Off !!!
Hi,
You can create the customer creation approval using the workflow template "Customer Approval Workflow" which is available under Sales and Marketing in Workflow Template.
As you mentioned there is no mechanism readily available for Vendor creations using Workflow Template. You can create the Vendor creation workflow by creating a new workflow instead of using the New Workflow from Template function. You have to define the "When Event", "On Condition" and "Then Response" on your own. There is already an event called "Approval of a vendor is requested." is available. With this you can do the rest by applying the similar pattern which is in Customer Approval Workflow.
Hope this would help you to trigger an approval for customer/vendor creation. Let me know if you want more support on this.
Best Regards
Ilamaran Sivarajah
hi , did you get a chance to share it ?
Thanks Bro !!! Please Share it !
Were you able to resolve the issue? If not you need to do few modification to achieve this. Please do let me know I will be able to share the code samples with you. meantime please do go through the links provided : msdn.microsoft.com/.../mt574349(v=nav.90).aspx
Heelo Muhammed Uwais,
As per Nareshwar R you can see the solution, still if you have doubt then visit bellow link,
Implementing New Workflow Events and Responses for Sales Header on Delete Record
Based on your requirement you can change the objects ID and so on...
Thanks for the reply , I will check the link you just provided .
Hi,
You are right, vendor/customer creation approval triggers aren't part of Standard NAV templates. But you can create new Workflows.
Also, you can write events/workflows to trigger if it is way complex or customized.
You can start here: msdn.microsoft.com/.../mt574349(v=nav.90).aspx
Hope it helps.
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