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...
Physical transfer of fixed asset to other locations
When we shift inventory from one location(Site) to other location(site), we create Transfer order in system that is shipped by the shipper of inventory and received by the receiver of inventory after physical receipt of inventory. In this way, the whole process is controlled end to end.
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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
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.
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...
Workflow history pane lacks approval actionmessage
Thanks for adding a quick workflow history view on invoice workflow, currently it shows the approval sequence and the last user how took an action on the workflow. What we require is what action was taken and any comments that the user has added.
I am sharing the image of what this requ...
Workflow debugger or simulator to test workflow configuration and see what path/approvers would be selected for a given record
As we design more complicated workflows for example a PO approval, it would help improve the design process to be able to simulate submitting an order from the designer in order to see how it would evaluate and who it would be assigned to.
If there was an actual deb...
Workflow approvals business events when step is assigned to work item queue
When we use workflow inside DAX it works fine with all approvals, but as you know for power automate to handle approvals DAX sends business event requests.
If we configure work item of workflow with work item queue, business event doesn’t populate workflow user’s email in busi...
Create Custom Alert with a Query
Hello All.
We can create a custom alerts for some values on a form, it's great.
But We can't give any query related our alert field that we create alert rule.
For example.
I would like to take a notification for Invoiced Orders by created me, But I just cre...
Workflow Execution Account setup should include Credential
When configuring the Workflow Execution account under System Administration/Workflow you should be required enter the user account credentials along with the name. This would be good security practice, similar to when setting up the SMTP email configuration user account.