Suggested by Microsoft – Planned – 2
When reviewign an invoice or approving an invoice there is no quick way to view the history and comments of previous workflow history. Whilst multiple clicks can see each particular comment 1 by 1 it woudl be more user friendly if a 'Workflow Fact Box" was availabel on the Right Hand Side that could be enabled to see all the history and comments with a scroll bar
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 workflow item assigned to me listpage in client side.
In Dynamics 365 for finance and operations, there is an ability to setup the workflow and escalate if needed.
In the current design, the users can only select to escalate the workflow to the following options:
Hierarchy, Workflow user and users.
If users are using the Work Item queue, they would like to be able to escalate the workflow to a specific queue instead.
This option is currently not available in the application and will be nice to see as part of the standard workflow feature.
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 reviewers options but the Workflow returns an error.
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 Employee Expense Reports.
Having to withdraw the Invoice, change the dimensions and resubmit through the workflow can take a lot of time, especially if the workflow is quite complex, this process could be missed if the invoice is not able to be submitted without valid dimension/account combination.
Currently it is difficult for an end user to go through the workflow history to actually find out where in the process that particular workflow is and where else it needs to go before it is completed. It would be great if this was made more visual with a checklist or flow chart
When an item is submitted to workflow, it should be automatically validated. If the validation fails, the submittal should be terminated. If the validation generates a warning, the user should be prompted whether to continue with the submittal.
We've had several instances where an unbalanced or flawed journal has been submitted and approved only to fail when it is posted. There is also a know bug that will double book a journal. We've had this happen twice and it seems to be related to workflow items. Validation prior to submittal would potential reduce this risk.
When triggering workflows using an automated step (like vendor invoice automation), you would want to use one of the fields in the actual record as the origin of the hierarchy when doing assignments.
The person requesting the invoice should be the base for the hierarchy.
Today only workflow originator (the system account) or the workflow owner (worker creating the workflow) is possible to choose.
Workflow with several approval steps is rejected on last one.
Actual behavior: Workflow will have to be resubmitted by initial user.
Expected result: Workflow should then be reassigned to a selected step (n-1)