Workflow page · Accounts payable
Accounts payable workflows
The page where workflow configurations for Accounts payable are set up.
- Used by
- Accounts payable manager, Vendor account manager, Accounting supervisor and 2 more roles
- Business process
- Process supplier invoices
- Menu item
WorkflowConfigurationVend- Main table
WorkflowTable- Data entity
- —
- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | The page where workflow configurations for Accounts payable are set up. |
|---|---|
| What you do here | Used to set up workflow configurations, such as for journal approvals and purchase requisitions. |
| Example | For example, to process imported vendor invoices from import to posting without manual work, a company sets up a Vendor invoice workflow on this page. |
Functional consultant · Solution architect
2Where it fits
| Business process | Manage accounts payable › Process supplier invoices |
|---|---|
| Menu path | Accounts payable › Setup › Accounts payable workflows |
| Set up first | Accounts payable parameters Microsoft Learn ↗ |
| Used next by | Accounts payable parameters Microsoft Learn ↗ |
| Related pages | Vendor invoice expenditure reviewers Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Setup steps on this page
Set up Accounts payable workflowsNo screenshots yet
Used to set up workflow configurations, such as for journal approvals and purchase requisitions.
Microsoft's steps
- Go to Accounts payable > Setup > Accounts payable workflows.
- Select New.
- Select the workflow type, such as Proposed vendor changes workflow.
- Design the workflow in the editor so that it matches your approval process.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Accounts payable workflows | — | — |
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | WorkflowConfigurationVend Checked in Dynamics 365 |
|---|---|
| Form | WorkflowTableListPageRnr Checked in Dynamics 365 |
| Table | WorkflowTableShown as “Workflow configurations” in Record infoKey field: RecIdChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesAuthor Vendor management workflows WorkflowAuthorVendWorkflowsDutiesEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnableEnable vendor process VendVendorProcessEnableMaintain workflow and alerts settings WorkflowAlertsSettingsMaintain5 security rolesAccounting supervisorLedgerAccountingSupervisorInformation technology manager SysServerITManagerPurchasing manager TradePurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManagerVendor account manager VendVendorAccountManager |
| Actions on the page | Workflow: Manage, HierarchyOptions: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=WorkflowConfigurationVend |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-payable/accounts-payable-overview
- learn.microsoft.com/dynamics365/finance/accounts-payable/vendor-workflow
- learn.microsoft.com/dynamics365/finance/accounts-payable/vnd-invoice-set-up-options
- learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-expenditure-reviewers
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.