ROOT CHECK

Purchase order approval status In the case of D365 Finance and Operations when you approve purchase requisition by default system creates Purchase order with approval status as “Approved” as follows    To change this default behavior of system such that once purchase requisition is approved the approval status of the purchase order as a draft you can use the following class class CFSPOStatus {     /// <summary>     ///     /// </summary>     /// <param name="args"></param>     [PostHandlerFor( classStr (PurchAutoCreate_PurchReq), methodStr (PurchAutoCreate_PurchReq, endUpdate))]     public static void PurchAutoCreate_PurchReq_Post_endUpdate(XppPrePostArgs args)     {         //PurchTable  purchTable = args.getThis('purchTable');         Pu...

In this blog, you will learn how to develop a custom workflow that is not present out of the box in D365 Finance. For this blog I’m creating a workflow for Counting Journal ( Inventory management>>Journal Entries>>Item Counting>>Counting ) because there is no such workflow for inventory management module. The followings are steps that are to be followed. Steps:- 1.        Create a base Enum for Document Status 2.        Create a table extension and add Enum to table 3.        Add document status field to form extension 4.        Create query 5.        Create workflow category 6.        Create a workflow type 7.        Now add can submit workflow and updateworkflow methods to tables class extension 8.        Upda...