EPISODE 42 | Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 2)

EPISODE 42 | Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 2)
This is the continuation of the previous video, In the previous video, we have already created a PO workflow from the scratch. In this episode, we will test the workflow already created using a purchase order and perform various scenarios
Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow.
Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
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[@AnujKumar-er4pj]

Actually You are super Manager Sir.

[@marcelogomessilva]

Your demonstration of this process was amazing, thank you so much.

[@TechTalks365]

👍

[@gsunilch]

👍

[@austinchristiantutorials8677]

How can we know what change messages our manager has asked? Before we resubmit the workflow.

[@chaitanyachaithu-mu1fo]

Approve/Reject options are not available when submitting the PO to workflow.

[@pakhoyuen3993]

Can I disable the Purchase order workflow if I don’t need it anymore ?

[@TechTalks365]

Yes if course you can turn off the change management and disable the PO workflow