Set up Procurement and sourcing workflows

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Some organizations require that vendor requests, purchase requisitions, and unconfirmed product receipts be approved by a user other than the person who entered the transaction. To set up an approval process, you can create a workflow.

A workflow represents a business process. It defines how a document flows through the system and indicates who must complete a task or approve a document. There are several benefits of using the workflow system in your organization:

  • Consistent processes — You can define the approval process for specific documents, such as purchase requisitions and expense reports. Using the workflow system helps to ensure that documents are processed and approved in a consistent and efficient manner.

  • Process visibility — You can track the status, history, and performance metrics of a specific workflow instance. This helps you determine whether changes should be made to the workflow to improve efficiency.

  • Centralized work list — Users can view a centralized work list to view the workflow tasks and approvals assigned to them. This work list is available from the Role Center pages in the Microsoft Dynamics AX client and Enterprise Portal.

For an overview of workflow in Microsoft Dynamics AX, see Overview of the workflow system and Workflow concepts. For information about how to set up workflows, see Configuring the workflow system.

The types of workflows that you can create

The following workflow types are available for Procurement and sourcing.

Type

Use this type to

Catalog import product approval

Create review workflows for imported catalog products.

Catalog import approval

Create review workflows for imported catalogs.

Delivery due date notification workflow

Create delivery due-date notification workflows for unconfirmed product receipts.

Invoice received notification workflow

Create invoice-received notification workflows for unconfirmed product receipts.

Product receipt failed notification workflow

Create notification workflows for failed product receipts.

Unconfirmed product receipt rejection notification workflow

Create notification workflows for rejected unconfirmed product receipts.

Purchase order line workflow

Create review and approve workflows for purchase order lines.

Purchase requisition line review

Create review workflows for purchase requisition lines.

Purchase requisition review

Create review workflows for purchase requisitions.

Purchase order workflow

Create review and approval workflows for purchase orders.

Vendor category application workflow

Create approval workflows for vendor category application requests.

Vendor category justification workflow

Create approval workflows for vendor category justification requests.

Vendor add application workflow

Create approval workflows for vendor-add application requests.

Vendor status change request workflow

Create approval workflows for vendor status change requests.

To create a workflow

  1. Click Procurement and sourcing > Setup > Procurement and sourcing workflows.

  2. On the Action Pane, click New.

  3. Select the type of workflow that you want to create, and then click Create workflow.

  4. In the workflow editor, design the workflow by dragging workflow elements onto the canvas.

  5. Configure each element of the workflow. For more information, see Configuring the workflow system.

  6. Repeat steps 2 through 5 to create additional workflows for Procurement and sourcing.

Types of participants

You can assign an approval step to the following groups of participants.

User group

Description

Participant

Assign the approval step to members of a group or role.

Hierarchy

Assign the approval step to users in a specific organizational hierarchy.

Workflow user

Assign the approval step to users of this workflow.

Queue

Assign the approval step to a work item queue.

User

Assign the approval step to specific Microsoft Dynamics AX users.