workflow

Understanding Hierarchies in Dynamics 365 Finance Workflows

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Workflow Hierarchies

In Dynamics 365 Finance and Operations, workflows can be assigned using three hierarchies: Managerial Hierarchy and Configurable Hierarchy, and Expense multi-level approvals. 1. Managerial Hierarchy (Organization) Managerial Hierarchy is the most commonly used hierarchy type. It is based on the organizational position structure, where approvals flow through line managers. 1.1 Source for Managerial Hierarchy Human … Read more

Vendor Invoice Automation Process

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Vendor Invoice Automation process

Overview Out of box automation processes can be used to perform these tasks: Automatically apply prepayments to vendor invoices Match product receipts to pending vendor invoice lines. Automatically submit imported invoices to the workflow system. Simulate posting before a vendor invoice is posted. Quickly and efficiently view workflow and automation history. View and analyze the … Read more