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Control of Workflow settings (authorization matrix) inside D365FO


In the workflow tool the setup of complex workflows can become very big. You need to set up many nodes with constraints like threshold amount, conditional decisions, approver. When a workflow need adaption to new requirements it is difficult to get that right. We are looking for possibilities to ...

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Category: Workflow (142)

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Skip Master Planning for sales for Sales Orders in Credit Management Hold Status


When a sales order is in hold status due to credit management rules, the master planning should not suggest a plan-order to produce/purchase the ordered product. Certainly important for made-to-measure products. This feature is needed because else the business would start production or purchase...

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Category: Planning (327)

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Integrate warehouse management (scanning) cycle count with workflow on inventory journal name


Is there a way to have the "Accept count" function create the inventory counting journal and start the workflow?


Currently the "Accept count" button for "Cycle count pending review" does not work when the journal name is connected to an approval workflow. The Accept count acti...

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Category: Warehouse Management (905)

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