Have an ability to create a Workflow condition on the PO header for the Dimension values entered in the Accounting Distribution form for the line details
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...
Missing "Test" functionality in workflow designer
In AX 2012, it was possible to test a workflow condition using existing records. This functionality does not exist in D365FO. Missing this functionality forces users to save the workflow and test it afterwards by submitting records to WF. And it is costing much more time.
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...
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...
Workflow approval task for project manager as well as business unit manager
For the Workflows for Purchase orders or purchase requisitions we would like to have the project manager to approve the document as well as the business unit manager. In the current situation this is not possible. Well: you can set it up in the steps of an approval task using the expenditure revi...
Return the Submitted by field to workflow history
In 2012 there was a field on workflow history that showed the user who had submitted the workflow and was very useful for admins to find particular workflows, this is missing in D365
Workflow option to skip user who submitted workflo
Workflow is submitted by one of assigned approval user. An option should allow to assign worflow to users except the one who submitted
Date format in workflow mails use wrong format
Currently the date format that is used in workflow emails is determined by the language of the user (user options) regardless of the Date, time, and number format chosen by the addressee. If the user language preference is en-us, the workflow emails automatically use the en-us date format. As it...
Mobile approval workspace portal for all pending Workflow items for user
Create a new built-in workspace where all workflows in the system assigned to me are available at once in MOBILE app page. User can do invoice, expense and purchase order approvals only and they are seperate pages in mobile. I want an one page to manage pending worklows on mobile app like work...
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.