Procurement and Sourcing Workflow

When you use purchase requisitions, you must create a workflow for the header
and/or line level that purchase requisitions will flow through. You can create an
approval workflow process or other task related flows by using the workflow
editor.

When you use change management for purchase orders, you must also create a
workflow for the header and/or line purchase orders will flow through. You can
optionally create purchase order workflows when change management is not
enabled.

There are several other workflows available in the Procurement and sourcing
module to help you manage catalog, and vendor requests that are generated from
the Enterprise Portal on the Vendor Portal and the Employee Services pages.

NOTE: To use certain features of Microsoft Dynamics AX, certain workflow
types require an active configuration to use that feature.The following workflow types are available for Procurement and sourcing. You
must create at least one workflow configuration for each type you want to use
workflow approvals for.

Type	Use this type to:
Catalog import product approval	Create a line-level workflow that processes all the products, that are contained in the catalog maintenance request file and are submitted by the vendor in parallel; completion of the individual line-level workflows completes the overall catalog import workflow.
Catalog import approval	Create a header-level workflow that processes the catalog maintenance request file, that is submitted by the vendor, including all the products contained in the file. This workflow type contains a line-item workflow for vendor catalog items.
Delivery due date notification workflow	Create delivery due date notification workflows for unconfirmed product receipts. This workflow type contains a task that is used to send a notification that an unconfirmed product line-item is about to be due.
Invoice received notification workflow	Create invoice received notification workflows for unconfirmed product receipts. This workflow type contains a task which is used to send a notification that an invoice has been registered for an unconfirmed product receipt line-item.
Product receipt failed notification workflow	Create notifications workflows for failed product receipts. This workflow type contains a task which is used to send a notification that a product receipt posting has failed.

Unconfirmed product receipt rejection notification workflow	Create notification workflows for rejected unconfirmed product receipts. This workflow type contains a task that is used to send a notification that an unconfirmed product receipt line-item has been rejected.
Purchase order line workflow	Create notification workflows for rejected unconfirmed product receipts. This workflow type contains two approvals: one that allows the approver to edit the purchase order line and one which does not. In addition, there are two tasks available in the workflow type: one that allows the assigned user to review and edit the purchase order line, and another that does not.
Purchase requisition line review	Create review workflows for purchase requisition lines. This workflow type contains a task which is used to review the purchase requisition line.
Purchase requisition review	Create review workflows for purchase requisitions. This workflow type contains a task that is used to review the purchase requisition. In addition, it contains a line-item workflow for purchase requisition lines.
Purchase order workflow	Create review and approval workflows for purchase orders. This workflow type contains two approvals: one that allows the approver to edit the purchase order and one which does not. In addition, there are two tasks available in the workflow type: one that allows the assigned user to review and edit the purchase order , and another that does not. There is also a line-item workflow for purchase order lines.
Vendor category application workflow	Create approval workflows for vendor category application requests. This workflow type contains a task that is used to review the category application request.
Vendor category justification workflow	Create approval workflows for vendor category justification requests.
Vendor add application workflow	Create approval workflows for vendor add application requests. This workflow type contains a task which is used to review the category application request.
Vendor add justification workflow	Create approval workflows for vendor add justification requests.
Vendor status workflow	Create approval workflows for the vendor status change request process.

To create Procurement and sourcing workflows, follow these steps:

1. Open Procurement and sourcing > Setup > Procurement and sourcing workflows.

2. On the Action Pane, click New.

3. Select the type of workflow you want to create, and then click Create workflow. The workflow editor is displayed. Design the workflow by dragging workflow elements onto the canvas.

4. Configure each element of the workflow.

5. Repeat steps 2 through 4 to create additional workflows for Procurement and sourcing.


Regards,
Hossein Karimi