Project budget approval workflow ax 2012

Project budget approval workflow Microsoft Dynamics AX 2012

Project management and accounting module in AX 2012 have budgeting functionalities. Where the budget for the projects can be defined by Hours, Item and Expense majorly.

Now when budget has been defined it is mandatory to approve the budget. Without budget approval it will not get any effect on project or calculation or project cost control. So budget approval is must. Let’s see how to create budget approval workflow.

1. Go to Project management and accounting > setup
2. Project management and accounting workflows
3. Create new and select “Review original budget workflow”
4. Now drag “approval original project budget” from left to right and link with start and stop as shown below:

5. Now double click on approval object

6. And click on step 1. It will show screen as below

7. Now click on basic settings on top and update as below:

8. Click on Assignment on left
1. Select “user” as assingment type
2. In next tab “User”. Select the user who will be responsible to approve the budget
3. Close the tab
9. Save and close the workflow.
10. Select “Active the new version” and click ok.