Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

How to set email notification for Workflow in Dynamics 365 for Operation

The emails notification will not be send if email template will not be set up on the workflow configuration: Depend on if the workflow is global or company related there are different ways you need to set it up: For the company related workflow you need to set it up in:  Organization administration > Setup… Read more

Cannot select Category for condition in the purchase requisition workflow

We got a couple of issues when on the purchase requisition workflow how the [Purchase Requisition Lines.Category] is evaluated in workflow conditional statements. While we expect to see it like that: And when you clicked on Enter a value you were able to drill back and select a record from the hierarchy. While it is… Read more

Microsoft Dynamics AX – error when trying to save an invoice line or submitting a PO to workflow

Sometimes when a user tries to save an invoice line or submit a PO he gets error: ” An error occurred during update. The State of the source document or source document line could not be updated” The following query in this scenario triggers a query that access the TaxUncommited table.             select crossCompany * from… Read more

Workflow approval via email shows incorrect responses

I have seen this now a few times in support cases so thought an article should be published.  When using the Workflow email approval functionality, you need to make sure that you use a different Azure service namespace for each environment. Do not setup the same one for each environment (Test, Staging, PROD, etc.) because you will receive… Read more

How to use automatic approval with Project Budgets and Workflow

Project Budgets require workflow to be able to create new budgets.  With some businesses, this is not necessary to have each budget reviewed before allowing them to be approved.  Especially if those with the responsibility to put in the Project Budget has the final say on the Budget regardless.  Since AX requires Workflow for Project Budgets, the… Read more

AX Content: Configure email functionality in Dynamics AX

You can configure Microsoft Dynamics AX to automatically send email notifications to users when specific events occur. For example, Dynamics AX can send email notifications to users when documents are assigned to them for approval (as defined by a workflow), or when sales orders are canceled (as defined by an alert rule). To configure email… Read more

AX Content: Procure-to-pay (P2P) workflow

You can create many types of workflow in Microsoft Dynamics AX. In this post, we’ll look at the types of workflow that you can use in the procure-to-pay process: purchase requisition, purchase order, vendor invoice, and vendor payment. If your business needs require it, you can use all of these types of workflow. In practice,… Read more

Timesheet workflows in Project management and accounting AX 2012

There are two types of workflow types that have been added to set up workflow in Microsoft Dynamics AX 2012 specific to timesheet: Review timesheet workflow (TSDocumentTemplate) – approval workflows for project timesheets at the document level Review timesheet line workflow  (TSTimesheetLineTemplate) – approval workflows for project timesheets at the line item level Review timesheet… Read more

Dynamics AX 2012 Workflow receives "Failed to find workflow" error

We have run across a few situations in Dynamics AX 2012 where the workflow batch job fails with the error “Failed to find workflow” message.  When the customer received this error it prevented the remaining workflow messages in the queue from being processed.  In order to process all of the items that were queued up… Read more

Workflow association in AX 2012

There’s a new field name Association on the workflows form in the AX 2012. The Association field defines what organizations the workflow configuration is active in. In Microsoft Dynamics AX 2009, each workflow was company specific. In Microsoft Dynamics AX 2012, a workflow can be used in the following ways: Global – a workflow can… Read more