Microsoft Dynamics AX (Archived)

Intercompany workflow

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Posted on by lally

Hi All ,

Ax 2012 R2.

Could any one share that is it possible to configure the intercompany workflow in axapta 2012.

I have two companies A & B , when user try to post the vendor payment journal in comapany A for the vendor code - VB1 belongs to Company B.

In this case when user posts the vendor payment journal in Company A, what about the approval process in Company B ?

How to configure this scenario ? Does standard Ax supports this scenario ?

Thanks in advance

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Jonathan Halland 11,310 on at

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Hi Ially,

I'm not sure what workflow type you are using, but I suspect you are using a workflow type that is company specific as the Vendor Payment Journal is a company specific document type. In this case I don't believe you can really configure a proper "Cross-company" or "Organisation wide" workflow. However you could certainly use conditions in your workflow configuration to determine what type of vendor you are dealing with and route it via a different path.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Lally,

I do agree with Jonathan. The workflow will be executed in Company A in this scenario. Based on conditions like the field Company accounts you can indeed route it to another person. This user needs to have access rights for approval in Company A and also needs to change the working Company to 'A'. This workflow is not visible in company B.

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AnthonyI on at

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I am running into a similar problem with Intercompany General Journals. I have come to the same conclusion as referenced in the replies on this question, but my problem is slightly bigger. We are implementing for an organization 1600+ companies strong and setting up conditions in a single workflow to handle this would be impossible to manage.

Is anyone aware of any other possible solutions here?

If not, I am going to have to look at a custom cross-organization workflow in order to cater for this if there are no other options available.

Thanks in advance.

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lally 8 on at

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Hi Jonathan/Andre ,

Can you please share screenshot / write a blog to configure the above process ?

Thanks in advance

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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I'm currently also involved in an implementation with currently more than 1700 legal entities in AX. This will grow to be more than 2500 in the future. There is workflow involved.

Depending which workflow Anthonyl is using there might be some more easy or harder configurations or customizations possible.

A global workflow is possible for global documents like a purchase requisition. How to assign to a specific user can probably be achieved by a new workflow provider.

@Anthonyl: Can you elaborate on your requirements?

@Lally: Did the answer from Jonathan and/or me helped you? You did not provide feedback so far about this.

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AnthonyI on at

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Hi André,

Thank you for the reply. In our situation the main requirement here is around being able to approve intercompany journals, at the receiving companies level. In standard AX the workflow runs in the sending company and needs to be approved there. On posting the journal is automatically posted in the receiving company's books, which has raised some concern that it was not vetted by the accountant responsible for those books.

Looking forward to your reply.

Regards

Anthony

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Anthony,

This would require some extensive investigation. During posting the IC journal is created and posted automatically. This is to have integrity between the various companies. I can imagine your requirement. When you have company A, B, C and one journal from A with transactions for company B and C you don't want to have persons see all transactions and also you probably want to restrict access on legal entities with this number of companies in the system.

So the creation of IC journals should be separated from thee posting logic. Then you also need to have checks whether someone might change the contents or not. What happens if company A should make an update. It should then also update the IC journal.

The original journal is only able to post if all other workflows in other companies are approved then.

This is a real interesting challenge...

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Kavin on at

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Hi Lally,

We also having same requirement. Have u found any solutions for the intercompany workflow.

Thanks in advance

Regards,

Kavin

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