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

EPISODE 41| Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 1)-
In this episode, I show you how to create and use a purchase order approval workflow with Microsoft Dynamics 365. 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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[@fernandovillaman3580]

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

[@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 !

[@gsunilch]

Well Explained Thanks

[@maxpower7666]

Great as usual. Thanks

[@TechTalks365]

Thank you max

[@artofengineering2434]

These are really great videos with thorough information . Thank you

[@TechTalks365]

Glad you like them!

[@jayanthkumardr4227]

Exlnt Understanding bro....... 👌

[@TechTalks365]

Super bro . Thanks for your comments

[@jozelarediano4046]

this helps me alot. you explained it well .

[@TechTalks365]

Thanks jozel !

[@Online_2023]

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

[@TechTalks365]

👍

[@archiemusonza3036]

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

[@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?

[@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

[@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.

[@Jazzystuff123]

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

[@chinnuredde3934]

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

[@shozabashar]

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 .

[@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

[@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 ?

[@lucasrafaelrodriguez8709]

Is the process the same for timesheets workflow? thank you

[@TechTalks365]

Yes

[@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

[@AreaCode978]

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 ?

[@AreaCode978]

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

[@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?