This post extends the previous one in a way that a project related expense invoice is recorded, which requires an explicit review of the project manager. To realize this, an additional project manager review step (PM review) is included in the invoice workflow. For details, please see the next illustration.
Please note that the expenditure reviewer group ‘approver’ has been assigned to the PM review step…
… which refers to the project manager as the one that has to review the invoice.
To ensure that the workflow can also handle ordinary vendor invoices, the PM review workflow step is setup with an automatic action that completes the PM review step if no project number is provided. In other words, the PM review step is skipped for ordinary invoices.
For the illustration of the next example, it is important to note that Susan Burk has been assigned as project manager for the project that is addressed in the vendor invoice.
With the project number specified in the invoice, the workflow is consequently assigned to the project manager (Susan Burk) after the orderer (Nicole holiday) has reviewed the invoice in a first step.
If a project number is not specified, the additional review step is skipped and identical to what has been shown in the previous post.
This post ends the section on manually entered expense invoices that need to be reviewed and approved by two or more people.
At this point it can preliminary summarized that the standard Dynamics AX/365 for Operations workflow functionalities appear able to handle a wide variety of expense invoice scenarios. From the author’s perspective, the only thing missing is an overview form that provides more information about the status, the current assignee, etc. of a workflow. That is mainly because the standard workflow history form does – from a finance and accounting perspective – not provide users with sufficient information that can be accessed at a glance.
The next posts will continue this series by showing how to integrate purchase requisitions for expense related invoices, which is also a common scenario in many companies. Till then.