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Setup step on the Accounts receivable workflows page · Accounts receivable

Set up Accounts receivable workflows

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

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
Show what matters for

Everyone

1What it is and why

What it isThe page that lists the workflows configured for Accounts receivable.
What you do hereUse it to create a new Accounts receivable workflow or modify an existing one.
ExampleFor 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.
Accounts receivable 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 receivable › Issue sales invoices › Create and process free text invoices in Dynamics 365 Finance
Menu pathAccounts receivable › Setup › Accounts receivable workflows
Set up firstAccounts receivable parameters Microsoft Learn ↗
Used next byAll customers Microsoft Learn ↗
Related pages—
In this process—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Accounts receivable workflowsNo screenshots yet

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

    Microsoft's steps

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

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Data entity behaviorHow data entities treat imported changes to fields that need approval: allow without approval, reject, or create change proposals.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Accounts receivable 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 itemWorkflowConfigurationCust Checked in Dynamics 365
    FormWorkflowTableListPageRnr Checked in Dynamics 365
    TableWorkflowTableShown as “Workflow configurations” in Record infoKey field: SequenceNumberChecked in Dynamics 365
    Data entities—
    Who can open itPrivilegesAuthor Accounts receivable workflows WorkflowAuthorCustWorkflowsDutiesEnable credit management CredManEnableEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnableMaintain workflow and alerts settings WorkflowAlertsSettingsMaintain
    8 security rolesCollections manager CollectionLetterCollectionsManagerCredit management manager CredManManagerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerInformation technology manager SysServerITManager
    Checked in Dynamics 365
    Actions on the pageWorkflow: Manage, HierarchyChecked in Dynamics 365

    Developer

    7Developer

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

    Everyone

    8Sources and checks

    AR-SETUP-250 — Set up Accounts receivable workflows. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/AR-SETUP-250