Vendor invoice approver workflow – user selected

When you configure a vendor invoice workflow you can configure the approval step to find an approver based on a few different options. What if you just wanted the person that was entering the invoice to select who should approve. This might be helpful where you don’t have a clear expenditure hierarchy so trying to get the system to find an approver based on the expenditure approvers, security role, user group etc might not be an option.

In standard AX there isn’t an option for this but it’s not a difficult customization. So in this video we’ll have a look at the user flow and then in a follow-up we’ll have a look at what we had to do to create the customization.

Here is a quick overview.

AX2012 R3 CU11.

You can see more about the customization in this post.

Cheers

Lachlan

3 responses to “Vendor invoice approver workflow – user selected

  1. Pingback: Vendor invoice participant provider for user selected approver | OrganicAX·

  2. Pingback: Vendor invoice participant provider for user selected approver - OrganicAX - Microsoft Dynamics AX - Dynamics AX Users - DUG·

  3. Pingback: Vendor invoice participant provider for user selected approver - Microsoft Dynamics AX Community·

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s