project timesheet intercompany approval workflow condition
The project group timesheet intercompany workflow condition
Project in company A with a project group. The same group is set up in company B. They have a resource that submits a timesheet in company B for...
Ability to print Procurement and Sourcing Workflows
Currently, the functionality to print Procurement and Sourcing workflows is not available. To document our company's workflows, we resulted to taking numerous screenshots. The ability to print these workflows would greatly assist with auditing the workflows.
Stock and Cycle Counting Journal Improvement
Stock Adjustment and Cycle Count total cost value should be a field in the journal headers and available for selection as a workflow criteria, so journals can be directed through workflow depending on value, EG stock adjustments £1k go to the warehouse mana...
Add workflow history placeholder in email notification in D365 FnO
We need to add an option in workflow placeholder to have 'workflow history' to send all workflow history with all comments with approvers names or convert the workflow history tab to a page with a separate link to be able to add link to web placeholder to show all workflow History.
Vendor payment proposal workflow
My clients keep asking whether there is a payment proposal workflow exist nor not. The answer is no. However, I believe that there should be a workflow.
Possible business solution:
- Create a stand alone payment proposal,
- Submit it to workflow,
- Transfe...
STATUS DETAILSNew
Bug need to be fix related to workflow not receive notification on action center
unable to receive any notification on Action center using workflow originator when approve or reject record
Workflow history able to save personalized view along with filtered columns
There is a lot of information in Workflow history > Tracking details list.
We would like to keep the filters on columns such as Context & Action to remain upon saved.
However, after saving personalized view with such filters, system will always reload without the filters...
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...
Number of approvers needed in workflow
When you assigne the approval step to multiple users or a group of users, it is possible to specify the number of approvers needed. It is possible to chose between Single approver, Majority, percentage or all.
In many cases you only want two set of eyes from the on a document. I...
Ability to reset worfklows with status "Unrecoverable" related to project management and accounting document types
If the workflow for a document related to D365 Finance project management and accounting module (e.g., project invoice proposal) turns into "Unrecoverable", users cannot cancel/edit/delete/resubmit the document. There should be a provision to perform such actions.
Microsoft h...