Purchase requisition workflow: Approval by the Project Manager

This article describes how to set up in the purchase requisition workflow the approval element done by the project manager.

1/ Create a workflow Participant

Access: Procurement and sourcing > Setup > Policies > Purchase requisitions expenditure reviewers

  • Click “New” to create a new expenditure reviewer
  • Select the company
  • Select “Project Manager”

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2/ Setup the workflow

Access: Procurement and sourcing > Setup > Procurement and sourcing workflow

In the workflow, line or header level, add a condition element to check if there is a project populated in the purchase requisition:

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  • Click “Properties”
  • Enter a new title
  • Select the condition:

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Add a new approval element

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Create a processing group for positions with the DIEF

This article describes how to create a processing group to import positions with the DIEF in Dynamics AX 2012

Position

Access: Human Resources > Common > Organization > Positions > Positions

I need to import:

  • Position
  • Description
  • Report to position
  • Assignment date

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Note: The “Report to position” in the DIEF is created via the Relationship. That why you need to setup to fields with value Hierarchy name+Position Id

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Setup the Processing group – Option CSV file

Access: Data Import Export Framework > Common > Processing group

  • Click “New” and enter a name and a description

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  • Click “Entities”
  • Select Entity = Positions
  • Format = CSV
  • Select the two options

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  • Click “Generate source file”: the wizard form is open
  • Click “Next”
  • Select the fields below
    • Position = Position Id
    • Description = Description
    • Report to position = HcmPositionHierechy_ParentPositionId and HcmPositionHiearchyType_Name
    • Assignment date = HcmPositionDuration_ValidFrom

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  • Click “Generate sample file”

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Setup Procurement workflow

This article describes how to setup a procurement workflow. You can setup a workflow at the header level or at the line level (each line need an approval). If you setup the workflow at the line level, the PR is processed only when all the lines are approved.

Workflow at the header level

Access: Procurement and sourcing > Setup > Procurement and sourcing workflows

  • Click “New”
  • Select workflow type = “Purchase requisition review”
  • Click “Create workflow”

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  • Add an approval element and linked it to the Start and the End

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  • You can add a Review task before the approval

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  • Complete all the elements with:
    • Notification
    • Assignment
    • Conditions…

Once the workflow is ready and the Error pan empty, click “Save and close” and active the workflow

 

Workflow at the line level

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