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Microsoft Dynamics AX (Archived)

Workflow in submit the invoice for approval

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Posted on by 173

Hi every body

could you please help me that can i create "work flow in submit invoice for approval in the freight invoice details" in the transportation management module.

Thanks 

Sepideh

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  • sepidehbahadoor@gmail.com Profile Picture
    173 on at

    Hi every body

    could you please help me that can i create "work flow in submit invoice for approval in the freight invoice details in the transportation management module. 

    Thanks 

    Sepideh

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Sepideh,

    Try looking to see if standard workflow exits in TM > setup.. workflow.

    If not utilize link below to create one. This one has code references detailed as well.

    www.tech.alirazazaidi.com/.../

    Thanks,

    Satish Panwar

    Please take time to click yes against the answer that help guide you in right direction.

  • qianwang Profile Picture
    7,168 on at

    Hi sepidehbahadoor,

    Try to select the ‘Enable invoice workflow’ check box in the Transportation management parameters form first.  Then create a invoice and deal with it, you can submit payment approval.

    Hope this doc helpful for you.

    docs.microsoft.com/.../generate-a-freight-invoice-and-perform-freight-reconciliation

    regards,

    QianQW

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Sepideh,

    Have you checked the link provided by QuianQW?

    Please let us know if this answers your question.

    If it does, be so kind and verify the solution.

    Many thanks,

    Ludwig

  • sepidehbahadoor@gmail.com Profile Picture
    173 on at

    Hi Ludwig

    i could not see the ‘Enable invoice workflow’ in the TMS parameters.

    i use dynamics ax 2012 R3

    Thanks

    sepideh

  • sepidehbahadoor@gmail.com Profile Picture
    173 on at

    Hi Satish

    I can not see this part in the transportation management module(I am using Microsoft Dynamics AX 2012 R3)

    Thanks

    Sepideh

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Sepideh,

    I checked this further and found that 'Enable invoice workflow' still exists in the table and used in code but it's not shown on the UI (atleast in D365). If you don't see, not sure how you can enable it. You can reach out to MS rep and see if that helps, you can refer the link shared by QianQW for AX2012.

    Here is the alternate,

    If you are using AP invoice (specified on TM parameters), you can create an AP invoice journal specifically to be used for Freight invoices and specify "Workflow" on the invoice register form instead. it may not be exactly what you are looking for but closer match. If that doesn't suffice your requirement, you can create your own workflow, i provided the link earlier.

    Thanks,

    Satish Panwar

    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

  • sepidehbahadoor@gmail.com Profile Picture
    173 on at

    Hi Satish

    yes i think that it is better not to active this tick in the table and i use work flow in the AP module.

    Thanks

    Sepideh

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