Approve AND Post Daily Ledger Journal Through Workflow

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Is it possible to approve and post (at the same time of approval) regular journal entries through AX 2012 workflow?  If so, how would we accomplish this?

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  • There is an out of the box functionality that may help you.

    It is not directly related to Workflow:

    You can run a batch process that will post un-posted journal.

    The process is called "Post Journals" and can be accessed on GL > Periodic > Journals > Post Journals

    - The batch can be configured to execute every day on a specific time

    - You can define a filter on fields 'Journal Type' and 'Journal Name' in order to only post certain journal types

    - You need to filter on field "Workflow Status" = "Approved" to only try to post approved journals.

    Zvika Rimalt * Dynamics AX Business Analyst/Functional Consultant * Vancouver, BC, Canada

  • Any luck getting this to work?

    I created a batch process on GL>periodic>Journals>Post journals filtered on a specific journal type and name.  The batch runs fine the first iteration.  However, every subsequent recurrence set up runs successfully however nothing gets posted.  

    When I look at the batch job history > view tasks > parameters (which brings you to a Post Journals screen) nothing is populated.  I click on select and see my filter I set up, click ok and i now see the journals i was expecting to be posted.  

    It is almost as if I need an automated process to populate this Post journal screen before the batch to post journals is scheduled to run.