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Dynamics 365 Community / Blogs / Mansi Soni’s Knowledge Junction - Business Cent... / Approve Requisition Workshe...

Approve Requisition Worksheets & Item Journals in D365 Business Central

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Mansi Soni Profile Picture Mansi Soni 9,641 Super User 2026 Season 1
Microsoft Dynamics 365 Business Central continues to strengthen internal controls and business governance with its latest enhancement available from April 1, 2026 - Approval Workflows for Requisition Worksheets and Item Journals.

This new feature allows organizations to enforce approval processes before inventory adjustments are posted or purchase planning activities are executed. It helps ensure that critical operational decisions are reviewed, authorized, and aligned with company policies.

Why This Feature Matters

In many businesses, inventory postings and purchase planning directly impact stock levels, financial reporting, and procurement costs. Without proper approvals, businesses may face:
  • Unauthorized inventory changes
  • Incorrect stock adjustments
  • Unplanned purchasing decisions
  • Weak audit trails
  • Lack of accountability
With this enhancement, Business Central now enables approval workflows for these operational processes, adding stronger control and transparency.

Approval Workflows for Item Journals

Item Journals now support approval workflows similar to General Journal batches.
Supported journals include:
  • Item Journal
  • Physical Inventory Journal
  • Output Journal
  • Consumption Journal
What Happens After Sending for Approval?

Once a journal batch is submitted:
  • Users cannot edit the batch
  • Users cannot delete entries
  • Users cannot post transactions
  • Workflow status becomes visible
  • Approvers can take actions such as: Approve, Reject, Delegate, Add Comments
This ensures inventory changes are reviewed before affecting stock records.


Approval Workflows for Requisition and Planning Worksheets

Business Central now also supports batch-level approvals for:
  • Requisition Worksheets
  • Planning Worksheets
Before users create purchase orders or run planning actions, worksheet batches can be sent for approval.

Benefits During Approval Process

When approval is in progress:
  • No new lines can be inserted
  • Existing lines cannot be modified
  • Lines cannot be deleted
  • Approval status is visible
  • Approvers can approve, reject, or delegate
This prevents last-minute changes while purchasing or planning decisions are under review.

How to Enable This Feature

Administrators can configure approvals from the Workflows page.
Steps:
  1. Search Workflows using Tell Me
  2. Select:
  • Item Journal Batch Approval Workflow
  • Requisition Worksheet Batch Approval Workflow
  1. Define template and batch conditions
  2. Assign approvers
  3. Enable workflow
  4. Users can then click Send for Approval
Approval progress can be monitored through the Approval Entries page.

Power Automate Integration

This enhancement also supports Microsoft Power Automate, allowing businesses to build advanced approval flows, notifications, escalations, and custom approval scenarios.

Real Business Example

Imagine a manufacturing company planning raw material purchases. Earlier, planners could directly convert requisition lines into purchase orders.
Now:
  • Planner prepares worksheet
  • Manager reviews demand
  • Finance validates budget
  • Approval is granted
  • Purchase orders are created
This improves purchasing discipline and avoids unnecessary procurement.

My Thoughts as a Business Central Consultant

This is one of the most valuable governance-focused updates in Business Central. Many businesses already use approvals for documents like Purchase Orders and Payments. Extending approvals to planning and inventory processes fills an important control gap.
It is especially useful for manufacturing, trading, distribution, and retail companies where stock movement accuracy is critical.

Final Words

The new Approval Workflow for Requisition Worksheets and Item Journals feature helps organizations improve compliance, reduce risks, and maintain accurate inventory and purchasing decisions.
If your company values process control, accountability, and audit readiness, this is a must-use feature in Business Central.
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#MicrosoftDynamics365 #BusinessCentral #ERP #InventoryManagement #WorkflowApproval #Procurement #Manufacturing #Dynamics365 #BusinessCentralUpdates #PowerAutomate

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