42

Mobile approval workspace portal for all pending Workflow items for user

Create a new built-in workspace where all workflows in the system assigned to me are available at once in MOBILE app page. User can do invoice, expense and purchase order approvals only and they are seperate pages in mobile. I want an one page to manage pending worklows on mobile app like work...

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0 Comments

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Category: Workflow (141)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346807
37

Approval workflow for sales order invoices

It is possible to define a workflow for the approval of free text invoices. It would be desirable if a similar workflow for the approval of sales order invoices could be set up, e.g. to avoid credit notes to be issued without an approval of a person with the appropriate signing limit.

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0 Comments

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Category: Workflow (141)

STATUS DETAILS
New
36

Workflow notifications on business events (Approve, Reject) in action center

Alert/system notifications to be triggered at action centre not only when the workflow is assigned, system notifications should also be trigerred for workflow events like approve, reject, delegate etc., currently we have only email notifications for workflow events and it will be very useful for ...

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3 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
36

Validation Should be Performed Automatically on Submit

When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.

We've had several instances wh...

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6 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
33

Workflow History to display errored lines from Sub-Workflows on Main Workflow history.

In cases where we have a failure in a Sub-Workflow for line approval (see PO Invoice Line Review or PR Line Review), the user would see the failure in the Main Workflow, but then need to open the Workflow element activities of the Sub-Workflow and examine the records line by line, from the Sub...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
New
32

Workflow for supplier bank accounts

Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO. This is a repost of the id...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section
31

Workflow approval task for project manager as well as business unit manager

For the Workflows for Purchase orders or purchase requisitions we would like to have the project manager to approve the document as well as the business unit manager. In the current situation this is not possible. Well: you can set it up in the steps of an approval task using the expenditure revi...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
Ideas Administrator
Could you provide reproduction steps for this limitation?
30

Add Workflow History to data entities

There are many data entities related to workflow but there does not seem to be any that show the workflow history.  There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.

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3 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
30

Workflow reject to be reassigned to previous steps.

Workflow with several approval steps is rejected on last one.

Actual behavior: Workflow will have to be resubmitted by initial user.

Expected result:  Workflow should then be reassigned to a selected step (n-1) 

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
29

Deletion of line items resolves orphaned workflow item

In situations where there are workflow line approvals and the corresponding transactions are deleted, this orphans the workflow line in it's current state and prevents the header workflow status updating to an Approved status when all the other lines are Approved. We have this occurring in expe...

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4 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes