Configuring the Vendor Application Approval Workflow

Before we start the next step in the process we need to create a simple workflow for the approval of the addition of the new vendor through the vendor request.

NOTE: This is part of the Configuring and Using Vendor Requests blueprint series where we show how to manage the vendor on-boarding process through Dynamics AX and the web portals. If you want to see all of the other posts in this series, click here.

How to do it…

To configure the Vendor add application workflow, follow these steps:

  1. From the Setup group on the Procurement and sourcing area page, click on the Procurement and sourcing workflows menu item.
  2. If you do not already have a Vendor add application workflow defined, click on the New button in the New group of the Workflow ribbon bar.
  3. When the procurement workflow template selection dialog box is displayed, select the Vendor add application workflow template and click the Create workflow button to create the workflow shell.
  4. When the workflow designer is displayed, create a simple flow that just has the Review new vendor application step, an Approve new vendor application and then click on the Save and close button to save and activate the workflow.
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2 comments
  1. Sumit potbhare said:

    I am getting error when we approve this workflow. The review process works fine. When it comes for approval and we approve the workflow, then it stops the workflow giving error – Stopped (error): Method ‘send’ in COM object of class ‘CDO.Message’ returned error code 0x8004020F () which means: . even I have not attached the email template to the workflow.
    Please guide me if I missed anything.

    • Sumit, I think this error is saying that it is unable to connect to your mail server. Have you configured a SMTP server? Murray.

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