Hi hawraa,
The activation settings in workflow designer helps you define which workflow to run. It does not control the submit button, this button is controlled by a field in Purchase Order instead. Which is can be found on form as "Activate change management", or PurchTable.ChangeRequestRequired as a table field.
There are a total of 5 parameters in the application which interact with each other to control this submit button.
2 of them are on Procurement and Sourcing parameters: Procurement and sourcing parameters (form) [AX 2012]
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Activate change management
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Select this check box to enable change management for purchase orders.
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Allow override of settings per vendor
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Select this check box to allow users to override change management settings on a per vendor basis.
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When you activate "Allow override of settings per vendor" parameter, 3 fields on Vendor details form become active: Vendors (form) [AX 2012]
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Override settings
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Select this check box if you want to override the change management settings for purchase orders that are created for the vendor.
To use the change order process for purchase orders, you must enable Change management for purchase orders in the Procurement and sourcing parameters form.
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Activate change management
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Select this check box if you want to enable the change order process for the selected vendor. You can only select this check box if you first select the Override settings check box.
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Allow override of settings per purchase order
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Select this check box if you want to enable the change order process per purchase order for the selected vendor. You can only select this check box if you first select the Override settings check box.
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When Override settings and Allow override of settings per vendor are both activated, application decides whether to run workflows or not based on Vendor's details.
If you activate these two, but do not activate Activate change management, that means you do not want to use workflows for purchase orders from this vendor. So, there won't be a submit button on this vendor's purchase orders. (Only applies to Purchase orders that is created after this setting change)
If you activate "Activate change management" parameter on Vendor details as well, that means you want to use workflows for this vendor.
So if you had 2 vendors which have each of these settings, one of them would have submit button, the other one would not.
The last one, Allow override of settings per purchase order, lets you decide whether run workflow or not for each purchase order.
There is a checkbox on purchase order creation dialog box that is named "Activate change management". When you activate Allow override of settings per purchase order setting, this field becomes editable. So you can decide if workflow will be required or not.
An example: If you want vendor1 to be subject to workflow, while vendor2 is not then your settings should be as below:
- Vendor 1
- Override settings=Yes
- Activate change management=Yes
- Vendor 2
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- Override settings=Yes
- Activate change management=No
- Parameters
- You should set "Allow override of settings per vendor" to Yes.
- Decision on "Activate change management" parameter depends on what percentage of vendors in your implementation will use workflows.
- If majority will use it, then set this parameter to Yes as well. So by default, workflow will be active. Then go turn workflow off for the ones that will not be subject to workflows.
- If majority won't be subject to workflow then, set this parameter as No. Then go activate workflow setting for the vendors that will be subject to workflow, by using "Activate change management" parameter on vendor details.
I hope I helped :)
