EPISODE 41| Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 1)

[@TechTalks365]

If interested in full course, visit us at dynamics365lab.com.

[@alejandrocifuentes2063]

Hola muy buen video, actualmente tengo problemas con el flujo de trabajo de aprobación de acuerdos de compra. Al activarse el flujo de trabajo, el sistema indica el siguiente error: Detenido (error): X++ Exception: Seguimiento de pila: El campo 'InterestBasedOnCEB_PSN' de la tabla 'PurchAgreementHeader' no se ha seleccionado explícitamente. at SysWorkflowWorkItem-create SysWorkflowWorkItem-createWorkItems SysWorkflow-save SysWorkflowQueue-resume Esto ocurre con todos los acuerdos de compra, el campo indicado no está visible en la cabecera del acuerdo de compra. Además, este error no se logró replicar en un ambiente de prueba.

[@fernandovillaman3580]

And I thought that I knew how to configure workflows hahaha Thank you very much, I ve learned a lot from this video!

[@junnelduluguin5324]

Hi Mohammad. Good day. I wondered if you offer hands-on training with the ms d365 f&O. Do you?

[@TechTalks365]

please reach out to me in linkedin . link in description

[@Chigorgeous8683]

Thanks you so much for sharing your knowledge. Your videos have helped me alot. Very well explained. Keep up the great work!!

[@TechTalks365]

Thanks you for support !

[@archiemusonza3036]

Is there a way of setting up reminder notifications for overdue workflows?

[@onurkaragedik2334]

Hi, I am following your videos. Thanks a lot. I have a question, I have created a workflow and as I click the workflow submit button, there is a warning such as: "One or more accounting distribution is missing a ledger account or contains a ledger account that is not valid. Use the Accounting distribution form or the Posting profile to update the ledger account." I have made the ledger setup according to your videos explained. What could I have forgotten? Do you have any idea. Thanks

[@chinnuredde3934]

Thanks and how to configure that could you explain....

[@senthilkumarpatchai7309]

I want to setup with authority matrix to check the certain PO value and send to specific person. Do we need to customize or it could be achieve though the standard workflow?

[@shailajapathania9321]

I did exactly as directed. But I am not able to see the "Reject" option in the workflow. Could you let me know why?

[@TechTalks365]

Do you see approve option ?

[@jozelarediano4046]

this helps me alot. you explained it well .

[@TechTalks365]

Thanks jozel !

[@Jazzystuff123]

how can I set up Purchase Order workflow for re-approvals

[@rocco6574]

In which video have he taught about security roles/security Configs pls share link.

[@TechTalks365]

Topics related with user security and data migration will be covered later during this course !

[@rocco6574]

@@TechTalks365 So it hasn't been covered yet? Can you suggest any link from where I can learn that as of now?

[@lucasrafaelrodriguez8709]

Is the process the same for timesheets workflow? thank you

[@TechTalks365]

Yes

[@maxpower7666]

Great as usual. Thanks

[@TechTalks365]

Thank you max

[@tilakax5304]

how to setup- changes related to warehouse /site or any financial dimensions on the purchase order

[@TechTalks365]

We can define financial dimensions at the site level to default it in the PO

[@Online_auf_YouTube]

Thanks a lot for this Video.🙏It is very helpfull.

[@TechTalks365]

👍

[@AYSH123_HACK]

What is instances? it will appear in the list all procurement and sourcing workflow under setup

[@TechTalks365]

I exactly don’t remember , may be you can check 42,43 and 44 episode .

[@artofengineering2434]

These are really great videos with thorough information . Thank you

[@TechTalks365]

Glad you like them!

[@gsunilch]

Well Explained Thanks

[@eric_fay]

Amazing video! How easy is it to send this approval to Outlook as an email?

[@TechTalks365]

It’s not difficult, but have you tried it using business events catalog and power automate or you only want to do it with workflow ?

[@eric_fay]

@@TechTalks365 I am thinking of trying with only workflow for now, and then evaluate power automate.

[@jayanthkumardr4227]

Exlnt Understanding bro....... 👌

[@TechTalks365]

Super bro . Thanks for your comments