Dynamics Ax 2009, New Vendor Approval Workflow

Question

We are trying to add an Approval Workflow for new Vendors created in Dynamics Ax.

But I have no clue how to go about implementing this.

I managed to create a workflow using this Workflow for Dummies Wizard

But it seems that it only starts after the Vendor record is created, and we need it to prevent the record from being used before it's gone through approval.

How would we make the necessary changes to Ax to do this?

Answer 1

You will need a status field on your Vendor "Approval status", you probably already have.

Then you will have to check the vendor status at "appropriate" times, like when posting.

Check VendTable.checkAccountBlocked and implement a similar check, maybe just make the change there.