Microsoft Dynamics AX (Archived)

Vendor invoice Workflow - line based

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Posted on by Daxer Persson

3,005

Can you please point me to a blog or video or... on how to use workflows with line items ?

Scenario:

Vendor invoices are received. These are most often linked to purchase orders created but can also be cost invoices.

On a purchase order each line is linked to a department, but there can be different departments on the purchase order. Each department owner shall approve the cost from the invoice related to his department.

So e.g. vendor invoice is amount of 1000 with two lines, and department owner 1 shall approve 700 and department owner 2 shall approve 300 before the vendor invoice is finally approved.

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Jonathan Halland 11,310 on at

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Hi Daxer.

Have alook at Technet Article: technet.microsoft.com/.../dn277352.aspx

You may need to do some customisations or a couple of conditional statements to get the department owners to approve. But all highly accomplishable

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Daxer Persson 3,005 on at

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Please anyone having a concrete illustration / description on how to setup a vendor invoice workflow where department owners shall approve a vendor invoice per line (and possibly furthermore option on Automatic approval if amount from po-line equals invoice line) ?

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Jonathan Halland 11,310 on at

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Hi Daxer.

You cannot by default assign a vendor invoice line workflow to the department owner specified in Dynamics AX. You either need to create approval steps with conditions per department or write a custom workflow Participant provider to accomplish the above.

See below screenshot for price matching auto-approval option.

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Daxer Persson 3,005 on at

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Thanks for replying! Now:

On the vendor invoice wf, I've setup that the vendor invoice line workflow shall be initiated. And on the vendor invoice line workflow I've setup a conditional decision that if accounting distribution is = department 1 then "initiate Review vendor invoice line "task (for now assigned to me) or else "initiate another review vendor invoice line" taks (also for now assigned to me).

But issue is that the vendor invoice line workflow is started and completed automatically (I have no activated actions on it) - as seen from View history on the vendor invoice. I would have liked me to review the lines... ?

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syed baber 11,633 on at

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Hi Daxer,

Can you please paste the screen shot of the condition you have set in your workflow configuration?

Thanks,

Baber.

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Jonathan Halland 11,310 on at

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Hi.

If you can post some screenshots it would be great. In the meantime, have you tried testing your conditions inside your configuration to see if they work or not? Also where exactly did you configure your conditional decisions?

Can you please also post a screenshot of your workflow history for this record.

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Daxer Persson 3,005 on at

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I am expecting that I'm routed to the line workflow where I've setup that I should make an review and approval. However the line workflow seems not being activated.

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Jonathan Halland 11,310 on at

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Hi.

I suspect your problem is with the "Match" step in your main workflow, try removing this first and testing without that. Can you maybe also put a screenshot of a workflow history?

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Daxer Persson 3,005 on at

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The match in the main workflow is linked to workflow originator, that is me (value my ax login) so the line workflow is initiated - but completed automatically.

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Jonathan Halland 11,310 on at

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Hi. Your setup looks right. Are you sure there are no additional conditions on the line workflow that may be causing it to not explicitly do anything?

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