Vendor Invoice journal workflow with managerial hierarchy Microsoft Dynamics AX

Invoice journal workflow with the managerial hierarchy in Microsoft Dynamics AX

before you start to create workflow with hierarchy, the position hierarchy must be setup properly otherwise workflow might not work properly

1. Create Workflow

• Go to Accounts Payable > Setup > Account Payable Workflows
• Click on New
• Select Vendor invoice journal workflow and click on Create workflow

• Add Approve vendor invoice approval to workflow

• Connect start and end points to approval

2. Setup Workflow Properties (basic settings and notification to owner)

• Click on Basic settings (click on blank area of workflow and then settings)
• Basic settings

• Notification

      Setup notification if required on workflow start, Stop, complete etc.. to notify workflow owner

3. Setup Approval properties (notifications to user)

• Click on approval step and click properties on Action pane
• Click on notification
• Tick on Approve and set recipient as workflow user
• On next tab workflow user select workflow originator (workflow originator is the person who submit the invoice)
• Close the form

4. Setup the step in approval ( approver )

• Double click on approvals on workflow design

• Select the step 1 and click on basic settings in action pane

• Write item subject and instructions for workflow

• Assignment (Hierarchy users - position based)
• Select hierarchy in assignment type

• In the hierarchy selection tab
• Select managerial hierarchy in the Hierarchy type 
• Select  workflow originator in the Start form 
• Add a condition to stop the workflow 

That’s it, now save and close the workflow and active the version.

5. Submit workflow

• Go to invoice journal
• Create invoice journal and enter lines
• Click on Submit to send invoice journal to workflow for approval 

• Once the workflow run, it will show in the approves work items
• Now click on action to approve or reject

• Once the invoice journal is approved it will notify the user who submitted the item. Also by email if configured.

you also can setup email notification for workflow click here

Share your comments below if this helps you.

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