1

Power Automate Invoice Post Trigger has more meaningful output

Tried using Power Automate to communicate with Finance and Ops when an invoice journal is posted. Unfortunately the values retrieve on the trigger action are very limited and don't seem to contain even the ID of the journal or journal line to use in a query or identify the journal/line that h...

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Category: Workflow (141)

STATUS DETAILS
New
1

Ledger settlement: Incorrect filter results for marked ledger settlements when filter by User ID is applied

When system Admin selecting to filter by a user's ID that has no settled transactions displays all settled transactions.


Business Process is for a number of people to settle ledger transactions. Then a supervisor will review and make and Journal adjustments that are required t...

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Category: Workflow (141)

STATUS DETAILS
New
1

Batch processing output to file folder

Bring back the ability to batch process reports to a file path for easy integration for excel macros. I hate th

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Category: Workflow (141)

STATUS DETAILS
New
1

Only create Work Items if the user is active and has access to the User Group + Company combination

Workflow items are created for every user who has access to the User Group but it does not take into account if the user is active or if the user has access to the Company too. A work item should only be created if a user can truly approve the item.

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
New
1

An unique worfFlow per each Legal entitities

Hello there,


actually, there is one workFlow per all Legal entities so I need to guide the flow using a field (entity). The current solution is a good one when every entity has the same approvers and for maintaining purposes as well. But that situation provokes a big board wit...

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Category: Workflow (141)

STATUS DETAILS
New
1

Add currency option on FTI workflow invoice total condition

Currently the 'Customer free text invoice.Invoice total' field on the free text invoice doesn't seem to be treated as an amount field, as it doesn't give the option for a currency. This means that the amount isn't first converted into the relevant currency before evaluating the condition. All ot...

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Category: Workflow (141)

STATUS DETAILS
New
1

Fixability on Position structure

When the workflow required two line managers to approve the request, but some of the employees like VP's, CEO, or CFO just have one line manager only. So, when the workflow running the system send the request to the first line manager, and when the first approval takes action the system appears e...

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Category: Workflow (141)

STATUS DETAILS
New
1

Workflow journals does not display the color banner as per Dynamics AX 2012

Workflow journals does not display the yellow color banner on the Header as per AX 2012. This is an important and visible flag to mark the Journals as Workflow enabled for easy filter and visibility to Users. This feature should be enabled in D365 Finops as it's causing a bit of inconvenience t...

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
1

add a popup message for a workflow when Aproval or Reject it

the current situation is that there is not any confirm message showed when the user click Approval or Reject for a workflow. it will make the user confused whether the request is finished. the customer expected that it will show a message to confirm the action is done after clicking Approval o...

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
1

Adding users groups to Conditional decitions

Idea When creating a Conditional decision, being able to add a users group as the logical argument would allow further flexibility split approvals eg Where users group is/is not/contains value "user group" This would allow logical based decisions outside of the business data based logic

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Category: Workflow (141)

STATUS DETAILS
Needs Votes