5

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
3

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
18

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (157)

STATUS DETAILS
New
6

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
5

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:

1

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

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
6

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
2

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
3

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (157)

STATUS DETAILS
New
15

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (157)

STATUS DETAILS
New