Workflow types [AX 2012]

Updated: February 4, 2013

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

To create a workflow, you must first select the type of workflow that you want to create. This topic lists the types of workflows that you can create in each module. The topic also describes what each type of workflow is used for, and whether the workflows of each type are associated with a specific company in the organization or with the whole organization.

The following table describes the types of workflows that you can create in Accounts payable. For more information, see Set up Accounts payable workflows.

Workflow type

Purpose

Association

Vendor bank remittance journal workflow

Approve vendor bank remittance journals.

Company

Vendor disbursement journal workflow

Approve vendor disbursement journals.

Company

Vendor draw promissory note journal workflow

Approve vendor draw promissory note journals.

Company

Vendor invoice approval journal workflow

Approve vendor invoice approval journals.

Company

Vendor invoice journal workflow

Approve vendor invoice recording journals.

Company

Vendor invoice register journal workflow

Approve vendor invoice register journals.

Company

Vendor invoice workflow

Review vendor invoices.

Company

Vendor invoice line workflow

Review vendor invoice lines.

Company

Vendor redraw promissory note journal workflow

Approve vendor redraw promissory note journals.

Company

Vendor settle promissory note journal workflow

Approve vendor settle promissory note journals.

Company

The following table describes the types of workflows that you can create in Accounts receivable. For more information, see Set up Accounts receivable workflows.

Workflow type

Purpose

Association

Customer bank remittance workflow

Approve customer bank remittance journals.

Company

Customer draw bill of exchange workflow

Approve customer draw bill of exchange journals.

Company

Customer free text invoice workflow

Approve free text invoices.

Company

Customer payment workflow

Approve customer payment journals.

Company

Customer protest bill of exchange workflow

Approve customer protest bill of exchange journals.

Company

Customer recurring invoice workflow

Approve recurring invoices.

Company

Customer redraw bill of exchange workflow

Approve customer redraw bill of exchange journals.

Company

Customer settle bill of exchange workflow

Approve customer settle bill of exchange journals.

Company

The following table describes the types of workflows that you can create in Budgeting. For more information, see Set up Budgeting workflows.

Workflow type

Purpose

Association

Budget account entry workflow

Review and approve budget account entries.

Organization-wide

Budget register entry workflow

Review and approve budget register entries.

Organization-wide

Budget plan workflows

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Review and approve budget plans.

Organization-wide

The following table describes the types of workflows that you can create in Fixed assets. For more information, see Set up Fixed assets workflows.

Workflow type

Purpose

Association

Ledger fixed assets budget journal workflow

Approve fixed asset budget journals.

Company

Ledger post fixed assets journal workflow

Approve post fixed asset journals.

Company

The following table describes the types of workflows that you can create in General ledger. For more information, see Set up General ledger workflows.

Workflow type

Purpose

Association

Ledger allocations journal workflow

Approve allocation journals.

Company

Ledger daily journal workflow

Approve daily journals.

Company

Ledger eliminations journal workflow

Approve elimination journals.

Company

The following table describes the types of workflows that you can create in Human resources.

Workflow type

Purpose

Association

Time and attendance days total workflow

Approve time and attendance days total records.

Company

Time and attendance journal registration workflow

Approve time and attendance journal registration records.

Company

The following table describes the types of workflows that you can create in Organization administration. For more information, see Set up Organization administration workflows.

Workflow type

Purpose

Association

Case management workflow

Review cases.

Company

Document handling

Review documents.

Organization-wide

Signing limits workflow

Review requests for signing limits.

Organization-wide

The following table describes the types of workflows that you can create in Procurement and sourcing. For more information, see Set up Procurement and sourcing workflows.

Workflow type

Purpose

Association

Catalog import product approval

Review products in imported catalogs.

Organization-wide

Catalog import approval

Review imported catalogs.

Organization-wide

Delivery due date notification workflow

Send notifications when an unconfirmed product receipt is due.

Company

Invoice received notification workflow

Send notifications when an invoice is registered for an unconfirmed product receipt.

Company

Product receipt failed notification workflow

Send notifications when a product receipt is not posted.

Company

Unconfirmed product receipt rejection notification workflow

Send notifications when an unconfirmed product receipt is rejected.

Company

Purchase order line workflow

Review and approve purchase order lines.

Company

Purchase requisition line review

Review purchase requisition lines.

Organization-wide

Purchase requisition review

Review purchase requisitions.

Organization-wide

Purchase order workflow

Review and approve purchase orders.

Company

Vendor category application workflow

Approve vendor requests for category applications.

Company

Vendor category justification workflow

Approve vendor requests for category justifications.

Company

Vendor add application workflow

Approve vendor requests to add applications.

Company

Vendor add justification workflow

Approve vendor requests to add justifications.

Company

Vendor status change request workflow

Approve vendor requests for status changes.

Company

The following table describes the types of workflows that you can create in Project management and accounting. For more information, see Set up workflows in Project management and accounting.

Workflow type

Purpose

Association

Review original budget workflow

Review original budgets.

Company

Review budget revision workflow

Review budget revisions.

Company

Review timesheet workflow

Review timesheets.

Company

Review timesheet line workflow

Review timesheet lines.

Company

The following table describes the types of workflows that you can create in System administration. For more information, see Set up System administration workflows.

Workflow type

Purpose

Association

User request workflow

Add users to Microsoft Dynamics AX.

Organization-wide

Inactivate user request workflow

Remove inactive users from Microsoft Dynamics AX.

Organization-wide

The following table describes the types of workflows that you can create in Travel and expense. For more information, see Set up workflows for travel and expense.

Workflow type

Purpose

Association

Cash advance request

Approve requests for cash advances.

Company

Dispute management

Review credit card disputes.

Company

Expense report auto posting

Automatically post expense reports.

Organization-wide

Expense report

Approve expense reports.

Organization-wide

Expense line item auto posting

Automatically post expense report lines.

Organization-wide

Expense line item

Approve expense report lines.

Organization-wide

Travel requisition

Approve travel requisitions.

Organization-wide

VAT tax recovery

Approve the recovery of VAT.

Company


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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