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Customer Workflows

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Posted on by 342

Hello 


pastedimage1607003930765v1.png

From where can I approve a name change

I don't know where to find it

  • abdulaziz.alesaei Profile Picture
    abdulaziz.alesaei 342 on at
    RE: Customer Workflows

    thanx it was the batch job

  • Verified answer
    P.k.Kaushik Profile Picture
    P.k.Kaushik 1,031 on at
    RE: Customer Workflows

    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?

  • abdulaziz.alesaei Profile Picture
    abdulaziz.alesaei 342 on at
    RE: Customer Workflows

    HI Junaid Idrees

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

    pastedimage1607409797280v1.png

    pastedimage1607325909327v1.png

  • RE: Customer Workflows

    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.

  • abdulaziz.alesaei Profile Picture
    abdulaziz.alesaei 342 on at
    RE: Customer Workflows

    Hi Junaid Idrees 

    i supmet the changes for the name 

    pastedimage1607410040756v1.png

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

    pastedimage1607409925872v1.png

    thanx for the helping 

  • abdulaziz.alesaei Profile Picture
    abdulaziz.alesaei 342 on at
    RE: Customer Workflows

    Hi Junaid Idrees.

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

    pastedimage1607244633515v1.png

    pastedimage1607409645271v1.png

  • Suggested answer
    RE: Customer Workflows

    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.

  • abdulaziz.alesaei Profile Picture
    abdulaziz.alesaei 342 on at
    RE: Customer Workflows

    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 

    pastedimage1607238643097v3.png

  • Suggested answer
    RE: Customer Workflows

    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". 

    pastedimage1587082880530v2.png

    Please check the details on below MS docs link:

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

  • Suggested answer
    P.k.Kaushik Profile Picture
    P.k.Kaushik 1,031 on at
    RE: Customer Workflows

    Hello Abdulaziz,

    Below is how my AR parameters look

    pastedimage1607015162325v1.png

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

    pastedimage1607015816787v2.png

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

    pastedimage1607015903171v5.png

    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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