0

Workflow export for visual review

My customer asked an interesting question the other day related to the Purchase order workflow. Their goal was to be able to export the workflow, in a human readable format, so that they could send it to the project sponsors for approval. The point being that the project sponsor will not have t...

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
1

Transactional currency amount header level

Hi, Is there any chance to get next version release purchase order workflow functionality includes transaction currency amount based on header level. System cannot apply summation formula for created lines in a header level. need a transaction currency amount in workflow placeholder with header...

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
25

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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3 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
18

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 (77)

STATUS DETAILS
New
10

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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0 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
9

Extend vendor approval workflow functionality to all fields on vendors form

Microsoft delivered vendor approval workflow with October release. Please include all fields on Vendors form in this functionality and also let users to configure workflow approval requirements for new vendors as well. For new vendors workflow, a simple solution might be: 1. Adding a checkbox in...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
14

Add conditions to project timesheet approval workflow

The project timesheet approval workflow has a very limited amount of workflow conditions. The following scenarios cannot be configured due to its restrictions: - different approver based on the project group or other project related field - different approver based on the resource or associate r...

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0 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
7

New participants for Organisation hierarchy (new "start from" participants)

Organisation hierarchy has one flaw: the "start from" function. There are generally only two options: 1) the workflow originator 2) or the workflow owner This has a few limitations. Businesses can decide to submit AP documents centrally, the prime example being AP invoices. When AP invoices are...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
10

New participants for Organisation hierarchy (new "start from" participants)

Organisation hierarchy has one big flaw: the "start from" function. There are generally only two options: 1) the workflow originator 2) or the workflow owner This has a few limitations. As people can submit AP documents centrally, the prime example being AP invoices. Organisations want to use t...

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2 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
0

Have the ability to setup a workflow condition using the dimension values setup in the Accounting Distribution form for the Pending Vendor Invoice transactions

Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pendin...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes