Mark Zerr
Forum Replies Created
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Hi Rod, yes the workflow parameters setting under system admin will disallow submitters to approve journals across all modules. If you are using a User Group or other options not user specific in your workflows it should still allow a user to approve other users journals just not there own. I would make sure you are using User Groups at least in your workflow setups and not just selecting users.
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I’m assuming it’s not completed in your scenario and the notification going back to the submitter is not one that it’s completed. My next thought would be it’s timing out and routing back. I would certainly be looking at the workflow history where it made the assignment.
Another thought would be is there a delegation in play here with a certain user as you implied its not all submissions.
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My first thought would be to check out items to clear it. However you make this sound likes its happening randomly for different users. <font color=”rgba(0, 0, 0, 0)” face=”inherit”>My next </font>thought<font color=”rgba(0, 0, 0, 0)” face=”inherit”> would be to restart the </font>financial<font color=”rgba(0, 0, 0, 0)” face=”inherit”> reporting services in LCS. It’s been a little while sense I have had issues but thinking it restarts all report services including MR. Hope you find a answer, these kind of issues are puzzling.</font>
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This meeting is in person or via Teams. While we look forward to seeing as many in person we understand where all busy may not possible. It’s been brought to my attention that the location was not clear.
Location:
Flexware Innovation HQ
12 Municipal Drive
Fishers, IN 46038
Top Golf networking event is just minutes away Afterwords.
Also confirmed for the Microsoft session is Nicole Gump and Rachael Profitt which should be a good one. Full agenda and registration here: User Groups Details Page (dynamics.com)
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HI Brad, so you setup the file format with a payment method. So, if you want to have say CCD+ and CTX you would need a payment method for both. We currently use the SA Global Treasury Suite for our processing so it’s a little different than D365 out of the box. You can assign different formats at the vendor, not an issue.
We made the discission to go with CCD+ as our standard even if we didn’t need to send the addition + remittance information just to simplify our process. If you are being forced by a vendor to use CTX then obviously you need to comply. Not in all cased but I have run into in the past where my bank has charged more for CTX format but not the current case.
I would think it be better to run the CTX in a separate journal personally. I’m not sure what would happen if the CCD+ was fine but CTX failed and it was in one journal, seems like might cause some headaches.
<font color=”rgba(0, 0, 0, 0)” face=”inherit”>Good look on which </font>every route<font color=”rgba(0, 0, 0, 0)” face=”inherit”> you go.</font>
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We don’t have any custom entries in our environment around vendors. There are actually 2 DUNS fields to select from Vendor2 data entity I’m using, and I tried both. I believe the VendorDunsNumber to be the one I want to use as our developer users the Vendor2 data entity as well and it adds/creates on new vendors. The fact its related to dirparty when I look at the details on the vendor form makes me wonder if it needs an id to link. But would not one think it would error then or display something to the affect.
