Workflow page · Accounts receivable

Accounts receivable workflows

The page that lists the workflows configured for Accounts receivable.

Used by: Accounts receivable manager, Collections manager, Credit management manager and 5 more roles
Business process: Create and process free text invoices in Dynamics 365 Finance
Menu item: WorkflowConfigurationCust
Main table: WorkflowTable
Data entity: —
Setup steps: 1 on this page

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Everyone

1What it is and why

What it is	The page that lists the workflows configured for Accounts receivable.
What you do here	Use it to create a new Accounts receivable workflow or modify an existing one.
Example	For example, a Proposed customer change workflow lets you change specific customer fields and send the changes for approval before they are added to the customer.

Functional consultant · Solution architect

Business process	Manage accounts receivable › Issue sales invoices › Create and process free text invoices in Dynamics 365 Finance
Menu path	Accounts receivable › Setup › Accounts receivable workflows
Set up first	Accounts receivable parameters Microsoft Learn ↗
Used next by	All customers Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Set up Accounts receivable workflowsNo screenshots yet

Use it to create a new Accounts receivable workflow or modify an existing one.

Go to Accounts receivable > Setup > Accounts receivable parameters.
On the General tab, on the Customer approval FastTab, set Enable customer approvals to Yes.
In the Data entity behavior field, choose how imported data is treated.
Select the Enable check box for each customer field that needs approval.
Go to Accounts receivable > Setup > Accounts receivable workflows and select New.
Select Proposed customer change workflow.
Set up the workflow to match your approval process.

Field	What it means	Worked example	Table column
Data entity behavior	How data entities treat imported changes to fields that need approval: allow without approval, reject, or create change proposals.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
Set up Accounts receivable workflows	—	—

Solution architect

Technical architect

Menu item	`WorkflowConfigurationCust` Checked in Dynamics 365
Form	`WorkflowTableListPageRnr` Checked in Dynamics 365
Table	`WorkflowTable`Shown as “Workflow configurations” in Record infoKey field: SequenceNumberChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesAuthor Accounts receivable workflows `WorkflowAuthorCustWorkflows`DutiesEnable credit management `CredManEnable`Enable invoice and cash process `CustInvoiceInvoiceAndCashProcessEnable`Enable invoice and cash process `RentalCustInvoiceInvAndCashProcEnable`Maintain workflow and alerts settings `WorkflowAlertsSettingsMaintain` 8 security roles Collections manager `CollectionLetterCollectionsManager`Credit management manager `CredManManager`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Rental coordinator agent `RentalCoordinatorAgent`Rental manager `RentalManager`Information technology manager `SysServerITManager` Checked in Dynamics 365
Actions on the page	Workflow: Manage, HierarchyChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=WorkflowConfigurationCust`
Integrate with	—
Table definition	—

Everyone