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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User ID for automatica...
Finance | Project Operations, Human Resources, ...
Suggested Answer

User ID for automatically posted vendor invoices

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Posted on by RominaCM 5

Hello everyone, I need the help of experts to cover a client's requirement.

Is there a way to configure a smarter user ID during automatic workflow posting of vendor invoices?

The point is that all invoices are created and posted by the user defined in the workflow service job (Admin) instead of using the submitter or last approver (the worker user). 

Due to statutory audit procedures, this field should show the person responsible for creating the invoice.(not an Admin user).

Any ideas? 

Thanks!

R0

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I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 306,356 Super User 2026 Season 1 on at

    Hi Romina,

    When you are running a batch task, this user will be used as Created by. It is not possible to change that principle. What you can try to do is creating batch jobs per user and set ranges on the user based on the workflow approver. For that, you need to use advanced query filters and add table joins.

    You can also consider a customization where you will create additional tasks which will at that moment change the user with a RunAs command. Read more about this in the documentation: X++ session runtime functions - Finance & Operations | Dynamics 365 | Microsoft Docs

  • Andreas Hofmann Profile Picture
    Andreas Hofmann Microsoft Employee on at

    Could you extend the vendor invoice with a new field for the "responsible user" and use a CoC extension to set this to the submitter?

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