Customer Workflows

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Posted on by abdulaziz.alesaei

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Hello

From where can I approve a name change

I don't know where to find it

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Gunjan Bhattachayya 35,423 on at

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Hi abdulaziz.alesaei,

Do you have a customized workflow for customers? I don't see one out of the box.

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P.k.Kaushik 1,031 on at

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Hello Abdulaziz,

Below is how my AR parameters look

Make sure you have configured the workflow for Proposed Customer changes workflow

YOu can see the Workflow option enabled, and i was able to successfully update the name

Thanks, Kaushik

This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

P.S:- Please mark the answer as verified if it has helped in resolving the issue.

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Junaid Idrees on at

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Hi abdulaziz.alesaei,

In order to approve this change you just simply need to configure the workflow. That is out of the box in the system and you will be done.

The first step is to enable the customer approvals from the Accounts receivable parameters.

Navigation: Accounts receivable> Setup> Accounts Receivable Parameters> General> Customer Approval

The workflow name is "Proposed Customer changes workflow".

Please check the details on below MS docs link:

docs.microsoft.com/.../customer-workflow

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abdulaziz.alesaei 342 on at

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Hello P.k.Kaushik

when I Change the name I go to the Proposed change and I am getting this message from where I can find the applied or cancelled.

I do the setup for the workflow but I couldn't find the approved

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Junaid Idrees on at

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Hi abdulaziz.alesaei,

Did you configured the WF correctly because i still don't see proposed change and WF menu. Did you assign yourself as approver in the workflow, please recheck your WF approval setting.

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abdulaziz.alesaei 342 on at

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Hi Junaid Idrees.

yes I did the workflow and I assign my self as approver

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abdulaziz.alesaei 342 on at

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Hi Junaid Idrees

i supmet the changes for the name

but when I go to the user how had to approve it the approve Do not show in the workflow

thanx for the helping

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Junaid Idrees on at

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In your 2nd screen print, there is a workflow history menu, can you click on it and share the screen print with us.

Also check if the Workflow is stuck with any user or it is generated an error.

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abdulaziz.alesaei 342 on at

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HI Junaid Idrees.

I did not find any error and this is the screen print

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P.k.Kaushik 1,031 on at

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are other workflows working fine? can you check if the workflow batch jobs are in waiting status?

Also, are AR parameters the same as I had shared above?

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