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BBCG.06.05.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 Finance (Second Edition) - Module 5: Configuring Approvals (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and how they tweaked the system to make it work perfectly. It allows us to manage all our vendor information, post our invoices, and make our payments and will enable us to manage approval workflows and much more.

It’s not hard to configure either, and this guide is designed to give you step-by-step instructions to show us how to configure the payables area and how some of the basic transactions work to get you up and running working with our vendors. Payables are one of the most common areas within Finance that people want to add workflows.  A great place to start within this module is to configure workflow approvals around the Payables Invoice Journals to ensure that only the invoices that we want to pay get paid.


Topics Covered

  • Creating An Invoice Journal Workflow
  • Assign The Invoice Journal Workflow To The Invoice Journal
  • Submitting AP Invoice Journals For Workflow Approval
  • Working with Workflow Tasks and Approvals
  • Approving Workflow Tasks Through The Work Item List
  • Adding Status Notifications To Workflows
  • Viewing All Workflow Statuses

 

Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Accounts Payable within Dynamics 365 Finance

Digital: 165 pages

Publisher: Blind Squirrel Publishing (April 2, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches


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