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Setup step on the Accounts payable workflows page · Accounts payable

Set up Accounts payable workflows

Used to set up workflow configurations, such as for journal approvals and purchase requisitions.

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 isThe page where workflow configurations for Accounts payable are set up.
What you do hereUsed to set up workflow configurations, such as for journal approvals and purchase requisitions.
ExampleFor example, to process imported vendor invoices from import to posting without manual work, a company sets up a Vendor invoice workflow on this page.
Accounts payable workflows 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 processManage accounts payable › Process supplier invoices
Menu pathAccounts payable › Setup › Accounts payable workflows
Set up firstAccounts payable parameters Microsoft Learn ↗
Used next byAccounts payable parameters Microsoft Learn ↗
Related pagesVendor invoice expenditure reviewers Microsoft Learn ↗
In this process← Set up Set up calculation for invoice issue due date

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

    1. Go to Accounts payable > Setup > Accounts payable workflows.
    2. Select New.
    3. Select the workflow type, such as Proposed vendor changes workflow.
    4. Design the workflow in the editor so that it matches your approval process.

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    —

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · 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 itemWorkflowConfigurationVend Checked in Dynamics 365
    FormWorkflowTableListPageRnr Checked in Dynamics 365
    TableWorkflowTableShown as “Workflow configurations” in Record infoKey field: RecIdChecked in Dynamics 365
    Data entities—
    Who can open itPrivilegesAuthor Vendor management workflows WorkflowAuthorVendWorkflowsDutiesEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnableEnable vendor process VendVendorProcessEnableMaintain workflow and alerts settings WorkflowAlertsSettingsMaintain
    5 security rolesAccounting supervisor LedgerAccountingSupervisorInformation technology manager SysServerITManagerPurchasing manager TradePurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManagerVendor account manager VendVendorAccountManager
    Checked in Dynamics 365
    Actions on the pageWorkflow: Manage, HierarchyOptions: Personalize, Page options, ShareChecked in Dynamics 365

    Developer

    7Developer

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

    Everyone

    8Sources and checks

    AP-SETUP-200 — Set up Accounts payable workflows. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/AP-SETUP-200