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Setup page · Accounts payable

Vendor invoice expenditure reviewers

A setup page for expenditure reviewer configurations used in vendor invoice workflows.

Used by
Accounts payable manager, Vendor account manager, Accounting supervisor and 1 more role
Business process
Define invoicing policies in Dynamics 365 Finance
Menu item
VendInvoiceWorkflowParticipantExpenToken
Main table
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Data entity
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Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for expenditure reviewer configurations used in vendor invoice workflows.
What you do hereUsed to route vendor invoices for review dynamically, based on the user assigned to a project role or the owner of the financial dimension the expenditure is charged to.
ExampleInstead of a conditional decision per cost center, you set the owner of each cost center dimension and use an expenditure reviewer, so only the Owner field needs updating when ownership changes.
Vendor invoice expenditure reviewers page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDevelop procurement and sourcing strategy › Define accounts payable policies › Define invoicing policies in Dynamics 365 Finance
Menu pathAccounts payable › Policy setup › Vendor invoice expenditure reviewers
Set up firstFinancial dimensions Microsoft Learn ↗
Used next byAccounts payable workflows Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Vendor invoice expenditure reviewersNo screenshots yet

Defines reviewer configurations that route vendor invoice workflow tasks and approvals to users derived from project roles or financial dimension owners.

    Microsoft's steps

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    Field guide

    FieldWhat it meansWorked exampleTable column
    Project distributionsPicks the reviewer from project roles, such as the project manager, or from project financial dimensions.Microsoft Learn ↗——
    Organization distributionsPicks the reviewer from the owner of a financial dimension on the document.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Vendor invoice expenditure reviewers——

    Solution architect

    5Design impact

    Shared or per company—
    Can it be undone—
    Feature or country—
    If you change it laterWhen the person responsible for a cost center changes, you only update the owner of that financial dimension; the workflow then routes to the new owner. Microsoft Learn ↗

    Technical architect

    6Technical

    Menu itemVendInvoiceWorkflowParticipantExpenToken Checked in Dynamics 365
    FormWorkflowParticipantExpenToken Checked in Dynamics 365
    Table—
    Data entities—
    Who can open itPrivilegesMaintain vendor invoice workflow for reviewers VendInvoiceWFProviderExpendMaintainDutiesEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnableEnable vendor process VendVendorProcessEnable
    4 security rolesAccounting supervisor LedgerAccountingSupervisorPurchasing manager TradePurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManagerVendor account manager VendVendorAccountManager
    Checked in Dynamics 365
    Actions on the page—

    Developer

    7Developer

    Open it directlyhttps://<your-environment>/?mi=VendInvoiceWorkflowParticipantExpenToken
    Integrate with—
    Table definition—

    Everyone

    8Sources and checks