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Approval Mechanism for Creating New Released Product Item

Posted on by 90

so i need to create some kind of mechanism where any new created item on released product by default need to be approved 1st before it can be use for transaction.

what had come in my mind are:

1. using DEFAULT ORDER SETTING > STOPPED for each Purchase/Inventory/Sales. but doing so, it can still be override by user as they also use this function for blocking an unused item.

2. Creating new field somewhere (InventTable for example) to act as approval flag. but doing so, i cant imagine i had to modify all AX form to validate the Approval thing when selecting an item.

so, is there some build in feature available in AX2012 that can work like what i need to, or is there some other way that wont makes me modify all the AX form?

Thanks.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,513 Super User on at
    RE: Approval Mechanism for Creating New Released Product Item

    Hi ITIPG,

    Like Ludwig mentioned, there is no support for approval flows. Instead of using the Stopped fields, you can also remain some fields empty like Item model group, Item group, Storage dimension group and Tracking dimension group. Without a value in one of these fields, you can't use the product on orders or in journals. If you are not using batch or serial numbers, you can e.g. use this field to indicate if a product is approved or not by leaving it empty or fill with a specific value.

    Using security configuration, it would be possible to manage who can edit certain fields.  

    If this is not a viable workaround for you, then you have to consider a customization.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Approval Mechanism for Creating New Released Product Item

    Hi ITIPG,

    There is no standard workflow or approval release process available in AX for this.

    You would have to build something yourself though.

    Best regards,

    Ludwig

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