Configuring Dynamics 365 Finance for Vendor Approval Workflow

Configure Vendor Approval Workflow

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Question

A company implements Dynamics 365 Finance.

The company's purchasing agents must be able to create purchase orders for a first-time vendor.

All new vendor requests must be reviewed and approved by the accounts payable manager.

A workflow must send an email to the accounts payable manager and the senior accounts payable clerk notifying both when a vendor application is waiting for approval.

The workflow must be configured to account for people changing job roles.

You need to configure the system to meet these requirements.

What should you do?

Answers

A. On the Recipient tab, select Workflow user. Then, select the role for vendor approval from the list.

B. On the Recipient tab, select Participant. Then, select the role for vendor approval from the list.

C. On the Recipient tab, select User. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list.

D. On the Recipient tab, select Workflow user. Then, select the user for purchasing agents from the list.

E. On the Recipient tab, select User. Then, select the role for vendor approval from the list.

F. On the Recipient tab, select Participant. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list.

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Explanations

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A. B. C. D. E. F.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-approval-process-workflow

To configure the system to meet the requirements, a workflow needs to be set up in Dynamics 365 Finance. The workflow will be triggered when a purchasing agent creates a purchase order for a first-time vendor. The workflow will then create a vendor application that must be reviewed and approved by the accounts payable manager. An email notification must be sent to the accounts payable manager and the senior accounts payable clerk when a vendor application is waiting for approval.

To set up the workflow, follow these steps:

Navigate to the Procurement and sourcing module in Dynamics 365 Finance.
Click on the Workflows tile, and then click on New to create a new workflow.
Enter a name and description for the workflow, and select Purchase order as the Category.
On the Conditions tab, select the condition for when the workflow should be triggered. In this case, select When a purchase order is created and Vendor is a first-time vendor.
On the Approvals tab, select the option to Require approval, and then select the role for vendor approval from the list of roles. This means that the workflow will wait for approval from a user with the role of vendor approval.
On the Recipient tab, select Participant. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list. This will ensure that both the accounts payable manager and the senior accounts payable clerk are notified when a vendor application is waiting for approval.
On the Notifications tab, select the option to Send email notification, and enter the subject and body of the email notification.
Save and activate the workflow.

Note that the workflow is configured to account for people changing job roles, as the roles are selected rather than specific users. This means that if a user's job role changes, the workflow will continue to function as intended as long as the new user in the role has the necessary permissions.

Based on these steps, the correct answer is F. On the Recipient tab, select Participant. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list.

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