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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Pending vendor invoice...
Finance | Project Operations, Human Resources, ...
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Pending vendor invoice report with workflow information

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Posted on by Community member
Hello!

I would like how to find or create a report showing pending vendor invoices and approval steps. The purpose is for an AP manager to extract a report which tells all no final approved vendor invoices and at what step in the approval process the invoice is at and who the approver is for the step. Like a list of being to remind the approvers before month end closing. 

 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Pending vendor invoice report with workflow information
    Hi,
    There is no such out-of-the-box report, you may need to consider creating a custom report. Here are some steps to create such a custom report:

    1. Data Extraction: First, you need to extract supplier invoices and related approval information from the Dynamics 365 F&O database. You can use reporting tools or SQL queries to extract this data.

    2. Data Preparation: After extracting the data, clean and prepare it. Ensure that you have detailed information about supplier invoices, including supplier names, invoice numbers, invoice amounts, and data related to the approval process, such as approval status, approval steps, and approvers.

    3. Reporting Tool: Choose an appropriate reporting tool, such as Microsoft Power BI, Excel, or other report generation tools, to create a report based on the prepared data.

    4. Report Design: In the reporting tool, design a table or chart that displays detailed information about pending supplier invoices, including approval steps and approvers. Ensure that your report clearly presents this information.

    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Pending vendor invoice report with workflow information
    Hi Eva,
     
    There isn't an out of the box report for this. You can use the Workflow history form as a System Administrator or Information Technology Manager to check all pending workflows. There is a public data entity work open workflow work items. You can use this one to e.g. load data into Excel and try to configure a report. Otherwise, you would need to consider a customization.

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