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[Jennifer Canfield]

Hi Everyone,  We are currently on AX2012 R3 and looking to automate AP.  I’m looking for feedback/suggestions on what you have done or recommend, particularly to integrate with AX nicely (limit customization’s, etc).  Does anyone use Share Point for invoice approval?  Does Share Point integrate with AX?  Does anyone use a workflow for either vendor adds/changes or invoice approval?  I know, lots of questions… sorry.  Any help/guidance is appreciated!  Thank you!

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Jennifer Canfield
Insulet Corporation
Billerica MA
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[Ludwig Reinhard]

Hello Jennifer,
The standard application nicely integrates with SharePoint and can handle invoice workflows. Before trying to integrate an expensive and not absolutely necessary ISV solution, give the Standard application a try. Murray Fife and other posted a lot of stuff about vendor invoice recording, SharePoint Integration and workflows.
Please take a look at the following sites before you take a look at an add-on.
https://community.dynamics.com/ax/b/tinkerersnotebook/archive/2013/04/16/storing-document-attachments-within-sharepoint
https://dynamicsaxtipoftheday.com/2014/05/07/use-workflows-to-process-ap-invoices-through-unattached-documents/
https://www.microsoft.com/en-us/download/confirmation.aspx?id=37002
https://daxing2012.wordpress.com/2013/04/17/using-the-managerial-hierarchy-option-in-workflows/
https://atinkerersnotebook.com/2016/06/16/surfacing-dynamics-ax-documents-within-delve/
Best regards,
Ludwig

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Ludwig Reinhard
SYCOR GmbH
Goettingen
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[Andrew Lencsak]

Hi Jennifer,
SharePoint can integrate with AX, but I personally have not used for invoice approvals. I have a lots of customers who use workflow for vendor/PO adds and changes. You can have a purchasing policy that lists which changes require approval/reapproval of a PO and which changes can be autoapproved. The addition of the policy requires a need for that step in your workflow. This forum post helps with that setup:
Open Forum

There are a few ISVs that I see commonly used.

I really like AXtensions, and there are others such as Palette software, BottomLine, and more. 

Hope this helps!

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Andrew Lencsak
Senior Application Consultant
eBECS
Nashua NH
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[Zvika Rimalt]

There have been several threads about this topic in the past – so you might want to search for them

Here is one discussing the merits of 3rd party add-ons

Open Forum

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Zvika Rimalt
Functional Consultant
Vancouver BC Canada
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