The first step in creating a workflow is to select a workflow templateas the base for your workflow. You can then customize the workflow by adding and configuring tasks, approval processes, and sub-workflow processes.

Available templates

The following templates are provided with Microsoft Dynamics AX.

Accounts Payable workflow templates

The Accounts Payable module provides the following workflow templates.

Workflow template

Use this template to

Project purchase requisition approval

Create project purchase requisition approval workflows.

Purchase requisition approval

Create approval workflows for purchase requisitions.

Vendor bank remittance template

Create approval workflows for vendor bank remittance journals.

Vendor disbursement template

Create approval workflows for vendor disbursement journals.

Vendor draw promissory note template

Create approval workflows for vendor draw promissory note journals.

Invoice approval journal template

Create approval workflows for invoice approval journals.

Vendor invoice recording template

Create approval workflows for vendor invoice recording journals.

Invoice register template

Create approval workflows for invoice register journals.

Vendor redraw promissory note template

Create approval workflows for vendor redraw promissory note journals.

Vendor settle promissory note template

Create approval workflows for vendor settle promissory note journals.

Accounts Receivables workflow templates

The Accounts Receivables module provides the following workflow templates.

Workflow template

Use this template to

Customer bank remittance template

Create approval workflows for customer bank remittance journals.

Customer draw bill of exchange template

Create approval workflows for customer draw bill of exchange journals.

Customer payment template

Create approval workflows for customer payment journals.

Customer protest bill of exchange template

Create approval workflows for customer protest bill of exchange journals.

Customer redraw bill of exchange template

Create approval workflows for customer redraw bill of exchange journals.

Customer settle bill of exchange template

Create approval workflows for customer settle bill of exchange journals.

Expense Management workflow templates

The Expense Management module provides the following workflow templates.

Workflow template

Use this template to

Cash advance request template

Create approval workflows for cash advance requests in Expense Management.

Expense template

Create approval workflows for documents in Expense Management.

Non-project line item workflow template

Create approval workflows for non-project line items in Expense Management.

Project expense line workflow template

Create approval workflows for project expense line items in Expense Management.

General Ledger workflow templates

The General Ledger module provides the following workflow templates.

Workflow template

Use this template to

Allocations template

Create approval workflows for allocations journals.

Daily template

Create approval workflows for daily journals.

Eliminations template

Create approval workflows for eliminations journals.

Fixed assets budget template

Create approval workflows for fixed assets budget journals.

Post fixed assets template

Create approval workflows for fixed assets journals.

Multiple workflows can be based on the same template

You can create multiple workflows that are based on the same template. For example, you could create a purchase requisition workflow for each country or region in which you operate, such as Purchase Requisitions Denmarkand Purchase Requisitions Spain.

When you have multiple workflows that are based on the same template, you need to specify when each workflow should be used. Continuing with the example, you would need to specify that:

  • Purchase Requisitions Denmark should be used when: country/region is DK (Denmark)

  • Purchase Requisitions Spain should be used when: country/region is ES (Spain)

For more information about setting up multiple workflows that are based on the same template, see Configure a workflow.