Workflow types
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
To create a workflow, you must first select the type of workflow that you want to create. This topic lists the types of workflows that you can create in each module. The topic also describes what each type of workflow is used for, and whether the workflows of each type are associated with a specific company in the organization or with the whole organization.
Accounts payable
The following table describes the types of workflows that you can create in Accounts payable. For more information, see Set up Accounts payable workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Vendor bank remittance journal workflow |
Approve vendor bank remittance journals. |
Company |
Vendor disbursement journal workflow |
Approve vendor disbursement journals. |
Company |
Vendor draw promissory note journal workflow |
Approve vendor draw promissory note journals. |
Company |
Vendor invoice approval journal workflow |
Approve vendor invoice approval journals. |
Company |
Vendor invoice journal workflow |
Approve vendor invoice recording journals. |
Company |
Vendor invoice register journal workflow |
Approve vendor invoice register journals. |
Company |
Vendor invoice workflow |
Review vendor invoices. |
Company |
Vendor invoice line workflow |
Review vendor invoice lines. |
Company |
Vendor redraw promissory note journal workflow |
Approve vendor redraw promissory note journals. |
Company |
Vendor settle promissory note journal workflow |
Approve vendor settle promissory note journals. |
Company |
Accounts receivables
The following table describes the types of workflows that you can create in Accounts receivable. For more information, see Set up Accounts receivable workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Customer bank remittance workflow |
Approve customer bank remittance journals. |
Company |
Customer draw bill of exchange workflow |
Approve customer draw bill of exchange journals. |
Company |
Customer free text invoice workflow |
Approve free text invoices. |
Company |
Customer payment workflow |
Approve customer payment journals. |
Company |
Customer protest bill of exchange workflow |
Approve customer protest bill of exchange journals. |
Company |
Customer recurring invoice workflow |
Approve recurring invoices. |
Company |
Customer redraw bill of exchange workflow |
Approve customer redraw bill of exchange journals. |
Company |
Customer settle bill of exchange workflow |
Approve customer settle bill of exchange journals. |
Company |
Budgeting
The following table describes the types of workflows that you can create in Budgeting. For more information, see Set up Budgeting workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Budget account entry workflow |
Review and approve budget account entries. |
Organization-wide |
Budget register entry workflow |
Review and approve budget register entries. |
Organization-wide |
Budget plan workflows Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Review and approve budget plans. |
Organization-wide |
Fixed assets
The following table describes the types of workflows that you can create in Fixed assets. For more information, see Set up Fixed assets workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Ledger fixed assets budget journal workflow |
Approve fixed asset budget journals. |
Company |
Ledger post fixed assets journal workflow |
Approve post fixed asset journals. |
Company |
General ledger
The following table describes the types of workflows that you can create in General ledger. For more information, see Set up General ledger workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Ledger allocations journal workflow |
Approve allocation journals. |
Company |
Ledger daily journal workflow |
Approve daily journals. |
Company |
Ledger eliminations journal workflow |
Approve elimination journals. |
Company |
Human resources
The following table describes the types of workflows that you can create in Human resources.
Workflow type |
Purpose |
Association |
|---|---|---|
Time and attendance days total workflow |
Approve time and attendance days total records. |
Company |
Time and attendance journal registration workflow |
Approve time and attendance journal registration records. |
Company |
Organization administration
The following table describes the types of workflows that you can create in Organization administration. For more information, see Set up Organization administration workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Case management workflow |
Review cases. |
Company |
Document handling |
Review documents. |
Organization-wide |
Signing limits workflow |
Review requests for signing limits. |
Organization-wide |
Procurement and sourcing
The following table describes the types of workflows that you can create in Procurement and sourcing. For more information, see Set up Procurement and sourcing workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
Catalog import product approval |
Review products in imported catalogs. |
Organization-wide |
Catalog import approval |
Review imported catalogs. |
Organization-wide |
Delivery due date notification workflow |
Send notifications when an unconfirmed product receipt is due. |
Company |
Invoice received notification workflow |
Send notifications when an invoice is registered for an unconfirmed product receipt. |
Company |
Product receipt failed notification workflow |
Send notifications when a product receipt is not posted. |
Company |
Unconfirmed product receipt rejection notification workflow |
Send notifications when an unconfirmed product receipt is rejected. |
Company |
Purchase order line workflow |
Review and approve purchase order lines. |
Company |
Purchase requisition line review |
Review purchase requisition lines. |
Organization-wide |
Purchase requisition review |
Review purchase requisitions. |
Organization-wide |
Purchase order workflow |
Review and approve purchase orders. |
Company |
Vendor category application workflow |
Approve vendor requests for category applications. |
Company |
Vendor category justification workflow |
Approve vendor requests for category justifications. |
Company |
Vendor add application workflow |
Approve vendor requests to add applications. |
Company |
Vendor add justification workflow |
Approve vendor requests to add justifications. |
Company |
Vendor status change request workflow |
Approve vendor requests for status changes. |
Company |
Project management and accounting
The following table describes the types of workflows that you can create in Project management and accounting. For more information, see Set up workflows in Project management and accounting.
Workflow type |
Purpose |
Association |
|---|---|---|
Review original budget workflow |
Review original budgets. |
Company |
Review budget revision workflow |
Review budget revisions. |
Company |
Review timesheet workflow |
Review timesheets. |
Company |
Review timesheet line workflow |
Review timesheet lines. |
Company |
System administration
The following table describes the types of workflows that you can create in System administration. For more information, see Set up System administration workflows.
Workflow type |
Purpose |
Association |
|---|---|---|
User request workflow |
Add users to Microsoft Dynamics AX. |
Organization-wide |
Inactivate user request workflow |
Remove inactive users from Microsoft Dynamics AX. |
Organization-wide |
Travel and expense
The following table describes the types of workflows that you can create in Travel and expense. For more information, see Set up workflows for travel and expense.
Workflow type |
Purpose |
Association |
|---|---|---|
Cash advance request |
Approve requests for cash advances. |
Company |
Dispute management |
Review credit card disputes. |
Company |
Expense report auto posting |
Automatically post expense reports. |
Organization-wide |
Expense report |
Approve expense reports. |
Organization-wide |
Expense line item auto posting |
Automatically post expense report lines. |
Organization-wide |
Expense line item |
Approve expense report lines. |
Organization-wide |
Travel requisition |
Approve travel requisitions. |
Organization-wide |
VAT tax recovery |
Approve the recovery of VAT. |
Company |