21

Screen showing workflow in error, both for header and subworkflows

In standard D365, the screen workflow error shows only the workflow errors on header level. Errors in subworkflows are not shown in this screen. Suggestion to extend the current screen to display not only workflow errors for header workflows but also for related subworkflows. The current worka...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
19

Workflow Line Item - Orphaned Records

If workflow is configured at line item it is possible for a user to remove/delete an item whilst submitted to workflow, creating an orphaned row with no detail.. This ultimately stops the document status from updating as all line item workflows will not complete. Create a batch process that remo...

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0 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
19

Work Items Create a Defined Process to Generate Reminders for Completion

Currently within D365 there are defined processes for generating global emails on: * Missing Time Sheets * Un-submitted Expenses However, you cannot generate global emails for incomplete work-items. It would be beneficial to generate email reminders to users that have outstanding work-items by w...

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0 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
19

Ability to send workflow items to purchase order orderer

When submitting a vendor invoice to the workflow, it would be good to have the option to create a work item for the purchase orderer or the person that generated the purchase order receipt. In a normal business scenario, if the purchase invoice line fails because of a price discrepancy, the buyer...

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3 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
18

Bulk reassign workflow items from one user to another

It would be good if there was the ability to reassign, in bulk, workflows from one user to another. Examples of when this would be required is if a user leaves the company or is ill. Having to go in to each item and manually reassign each workflow is extremely time-consuming, especially if you ha...

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3 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
18

Daily digest of workflow notifications and upcoming deadlines

have one e-mail a day with a daily digest of workflow notifications and upcoming deadlines instead of one e-mail per workflow item that is assigned to you.

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0 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
18

Extend customer approval workflow functionality to all fields on customers form

Microsoft delivered customer approval workflow with October release. Please include all fields on customers form in this functionality and also let users to configure workflow approval requirements for new customers as well. (Considering retail, please also exclude customers created from POS app...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
18

Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation

When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Em...

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2 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes
18

Ability to delete a document if the workflow status is 'Unrecoverable'

If the workflow for a document (eg: Journal) turns to 'Unrecoverable', user cannot edit / Delete the document. System also does not allow user to resubmit the document. There should be provision to remove/delete the document which are unrecoverable.

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Under Review
Ideas Administrator
We are planning work to allow many unrecoverable workflows to be recalled. Once recalled, the document could be deleted instead of resubmitting.
17

Be able to select a user other than the submitter when using the Request change workflow action

By design when an approver selects the request change action in a workflow the workflow item is assigned back to the workflow submitter to make the change. However prior to the latest service update 10.0.8 platform update 32 a drop down box was available to select the user to assign the change r...

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2 Comments

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Category: Workflow (141)

STATUS DETAILS
Needs Votes