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Hi
In Ax 2012 R2, in Accounts Receivable - Sales Invoice can we set Work flow for approval, how we can do that
please help
Regards
Ravish
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Hi Ravish Kumar,
Do you really want to send every customer invoice through an workflow?
I know that customers regularly print and send their invoices overnight in batch mode, which does not work if you require a previous approval.
How many invoices do you create a day?
If there are not many invoices created, have you through about using the Project Management module for generating your invoices? This module has a standard invoice approval workflow.
Best regards,
Ludwig
Hi Ludwig Reinhard
Yes after posting the Customer invoice it has to go to workflow then it has to be approved by Signatory once approved his digital signature will be pasted, after that invoice print will be taken for sending it to the Customer
we have a plan to keep track of when invoice is posted , when its signed and when print out is taken like so that delay in Invoice reaching the customer can be controlled and fund flow will also be controlled
Hi Ravish,
And how many invoices are we talking about that need to be approved on a daily basis?
Around 40 Invoices daily
Are all of your sales orders related to a project?
If this is the case, you can make use of the standard project invoice approval workflow.
If this is not the case, then you have to create the workflow yourself through a system modification.
Hi Ludwig
Sales orders are not related to a single project
Sales orders are of multiple customers
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