In this video, I will show you how you can approve purchase orders via a mobile
device. We have added a new workspace to the Dynamics 365 mobile
application. First, you need to activate the mobile workspace. And you do that
through your mobile app setting as an admin of Dynamics 365. Need to publish the
workspace. Find it and then publish it. So
when you have purchase order assigned to you as work items, you can of course find
them in the web client in Dynamics 365. For example, we have an approved purchase
order here, but you might not always have access to the web application. So you can
also in your mobile application find that workspace. So you need to sign in
with your user account and choose the company, in which you approve purchase
orders. And then you will see the purchase order approval workspace in the
list. Let's go down and look at what we have here. There are a couple of purchase
orders that need approval. Take a look at US 101 Fabrikam Electronics.
purchase order. And you can find a total amount, and you can find details on the
lines and details on the order. So let's look at a line.
Here, you will find the quantity, discount count percent and so on, the net amount.
And you'll be able to go in specific accounting distribution, meaning which ledger
posting account will hold the expense here. And more information of the
different ledger accounts can be done by clicking further on. Here the BusinessUnit
will be Home, the MainAccount will be Raw Materials Receipts, and for the ItemGroup
Audio Raw Materials. Going back to the order here. Let's go down and see
more about the header information. There is extra action in the extended action
area here - Order details. You have Work item subject and Work item instructions. This
information is coming from the workflow configuration. And here you have more
information about these tools. Of course you can also go in Accounting
distribution at the header level. Or you have seen a summary of the Accounting
distribution on the lines. Now that you have taken a look on the order.
Potentially if you have attachments to the order, you will be able to access
those attachments here. This order does not have attachments. You
can approve, reject, or you can request changes or delegate the work. So this is
the same action that you have in the Dynamics 365 web client. So let's approve it.
Give a comment. ... And then it will synchronize the change to the back end
system. It is going to also work offline and then it will also synchronize when you actually
get online. And while it is synchronizing, we will go back to the main page. And here now,
it's synchronized, and you can see the work item has disappeared from the list. And that
concludes this video where you can now be allowed to approve, or reject,
delegate or request a change on purchase orders which have been assigned to you.