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Hi Experts,
Your expert help, suggestions and valuable advices and required in achieving the subjected requirement.
Basically the requirement is to intimate/inform user (payable team), when ever vendor submits new invoice from vendor collaboration portal.
Have you considered utilizing the workflow feature or implementing alerts to address this?
Hi Magno,
I have tried alerts from UI in pending vendor invoices form, but unfortunately alerts aren't working.
I haven't considered utilizing workflow feature, can you enlighten me on this process. So that i can give it try.
Hi,
I think alert should work , just make sure what type of alert you have created and you have batch job running for those alerts.
Apart from that yes you can try using vendor invoice workflow.
Are the batch jobs for both Due date alerts and Change based alerts currently running? In order for the alert conditions to be processed and notifications to be sent, the Due date alerts and/or change based alerts batch jobs must be actively running.
With regards to the workflow, you have the option to set up a configuration that mandates the vendor to submit the invoice through the workflow. Within this workflow, you also have the flexibility to configure notifications.
Set up vendor invoice workflows | Microsoft Learn
Configure workflow properties - Finance & Operations | Dynamics 365 | Microsoft Learn
Enable users to receive workflow-related email messages - Finance & Operations | Dynamics 365 | Microsoft Learn
Hi Saurabh,
Below is the alert that i have created in pending vendor invoices form, and both due date, change based alerts batch jobs are running. But unfortunately no alerts are generated.
As suggested i will try with vendor invoice workflow.
Both due date and change based alerts batch jobs are actively running.
I will give it a try with vendor invoice workflow and will update the result accordingly.
Looks like this table is for posted invoice and we do not have pending invoice table .
I think better option would be Workflow
You can even use Invoice automation feature for auto submission of invoice
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