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Workflow help require

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  • 1.  Workflow help require

    TOP CONTRIBUTOR
    Posted Feb 21, 2020 02:39 AM
    We dont have budget set up as its manual check in workflow

    Workflow condition : if its within budget approver will  check manually in budget and if its within budget will approve and will follow process A, Otherwise process B


    Any suggestion to add this condition

    Thanks and kind regards
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Workflow help require

    D365UG/AXUG ALL STAR
    Posted Feb 21, 2020 08:48 AM
    Hi Najeem,

    I am going to ask you for a little bit of clarification.


    1. Are you looking to approve the budget itself or something else based off the budget?

    2. You say you don't have budget set up. What are you trying to approve?


    For example, if you are trying to approve Purchase orders based on a budgeted amount that was clarified outside of the system that requires a manual check before a PO can be submitted.


    Please let us know a few more details.

    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Feb 21, 2020 09:20 AM
    Since budget is in excel

    Once PR is created, manually check that its within Budget, If yes will follow process A for approval and if its not under budget or over budget then follow different approval process under the PR workflow

    Its like adding a condition and approval in PR workflow

    please feel free to let me know does this help or require more info

    Thanks and kind regards
    Academy - Online Interactive Learning from Experts


  • 4.  RE: Workflow help require

    D365UG/AXUG ALL STAR
    Posted Feb 24, 2020 08:45 AM
    Hi Najeem,


    You can use the Purchase requisition workflow in Procurement and sourcing > Setup > Procurement and sourcing workflows > Purchase requisition review.

    It can be a pretty simple workflow, like as seen below:

    Purchase requisition workflow

    Since you are just sending it out for approval, you don't even need to have dependencies in the system for it, just that it exists.

    Create the dialog in basic settings to alert your approvers that they have to approve or reject based upon criteria specified.

    Basic dialog in workflow stating that user must review purchase req against budget manually.

    Your approver will see this when they review the workflow on the Purchase requisition:

    Purchase requisition review - user will see approve and reject buttons with instructions from prior example.

    Hope this helps! A workflow based on external criteria doesn't need to be complex as you are asking your reviewers to look outside the system for validation. 


    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Feb 24, 2020 10:04 AM
    Thanks a lot Kelly for showing step by step

    In our business process instead of rejection follow the another approval process, How can we give that condition and direct the workflow to another approval process if its not in budget

    Please advise

    Thanks and kind regards
    Academy - Online Interactive Learning from Experts


  • 6.  RE: Workflow help require
    Best Answer

    D365UG/AXUG ALL STAR
    Posted Feb 24, 2020 11:52 AM
    Hi Najeem,

    You can add a manual decision as the first step of your workflow. Yes or No would have to be decided by the workflow designee. From there, you can build additional workflows off each branch.

    more complex workflow with manual decision

    When the workflow gets assigned, the manual decision will be made and then kick off the next workflow based on decision made (Yes or No in my example).

    Budget yes or no manual decision
    In my example, I selected No, which kicked off my more complex workflow. This sent a workflow to the workflow designee to Approve or Reject the purchase requisition.

    Purch req approval after manual decision


    Hope this helps! Happy workflow building!

    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 06, 2020 11:35 AM
    Thank you so much Kelly, manual condition worked amazing, thanks for your help

    Once PR is submitted and/or approved, its not going on next step. I have to keep pushing  PRs for next step through AOT, Forms -> Tutorial workflow processor

    Please advise

    Thanks and kind regards

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Workflow help require

    D365UG/AXUG ALL STAR
    Posted Mar 07, 2020 05:11 PM
    Do you have the workflow batch jobs set up and running? Those are what will push the workflows automatically to the next steps in the process.


    Here is a link to Microsoft documentation about this: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/configure-the-workflow-batch-jobs




    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 08, 2020 06:16 PM
    Edited by Najeem JanatAli Mar 08, 2020 07:02 PM
    Yes Kelly, workflow batch job is set up and pointing to test AOS. How can I check its running

    System admin -> batch job ->
    Workflow - batch group. Batch server is TEST AOS

    under the batch job;
    Inquiry -> batch

    Status : Waiting
    Actual start date and end date is blank
    Progress : 0


    please advise anyother place or set up require to be check or tested

    Thanks and kind regards
    Academy - Online Interactive Learning from Experts


  • 10.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 09, 2020 09:07 AM
    Najeem,

    Does the batch group have servers assigned to it? Is your workflow service account enabled?

    ------------------------------
    Ian Gorman, PMP, MCSE
    Senior Consultant
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 09, 2020 03:49 PM
    Hi Ian

    Batch group has AOS server assigned

    Went through the services and not able to find any workflow services,  is it called as workflow services or with any other name

    please advise

    Thanks and regards
    Academy - Online Interactive Learning from Experts


  • 12.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 09, 2020 04:01 PM
    Go to sys admin > setup > system > service accounts

    What is the userid in the workflow service account?

    If you go to sys admin > users > users and search by that workflow service account in the userid column does it show up? If so, is it enabled?




    Academy - Online Interactive Learning from Experts


  • 13.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Mar 09, 2020 05:36 PM
    Hi Ian

    Yes it is wfexc
    Academy - Online Interactive Learning from Experts


  • 14.  RE: Workflow help require

    TOP CONTRIBUTOR
    Posted Apr 03, 2020 06:18 PM
    Hi Kelly

    Finally workflow is live and all notifications are working except at manual decision email notification created but failed under the email sending status

    please advise how to resolve this issue

    Looking forward to hear from you

    Thanks and kind regards
    Academy - Online Interactive Learning from Experts


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