AX – D365FO – Delegate work items in a workflow

Manually delegate a work item To delegate an individual work item, select the Delegate option in the Workflow menu and then enter the user to be delegated to along with a comment. This will reassign the work item to that user so they can complete it. Manually delegate multiple work items Multiple work items can be delegated together from … Continua a leggere AX – D365FO – Delegate work items in a workflow

AX – D365FO – Enable users to receive workflow-related email messages

You can configure the system to send email messages to users when workflow-related events occur. For example, email messages can be sent to users when documents are assigned to them for approval. The demo data company used to create this procedure is USMF. Go to Navigation pane > Modules > System administration > Users > Users.In … Continua a leggere AX – D365FO – Enable users to receive workflow-related email messages

AX – D365FO – Create a purchase requisition workflow

Scenario The Finance and Operations module that you're working in determines the types of workflow that you can create. In this lab, you will create a purchase requisition workflow. Before a purchase requisition can be submitted for review, you need to configure the workflow. Create and set up workflows In the company USMF, go to Procurement and … Continua a leggere AX – D365FO – Create a purchase requisition workflow

AX – D365FFO – CONFIGURE CONDITIONAL DECISIONS IN A WORKFLOW

Use the following procedure to configure the properties of a conditional decision. A conditional decision is a point at which a workflow divides into two branches. To configure a conditional decision, in the workflow editor, right-click the conditional decision, and then click Properties to open the Properties form. Name a decision Follow these steps to enter a name for … Continua a leggere AX – D365FFO – CONFIGURE CONDITIONAL DECISIONS IN A WORKFLOW