Association of a workflow to a journal in D365FO

Hi,

Note: Please refer to the post Configuring and activating existing workflow in D365FO to know the details of workflow that was created.

In my previous post, I created a workflow of type Vendor disbursement journal workflow and in this post will provide steps to associate a workflow for a journal.

Step 1: Go to General Ledger > Journal setup > Journal names and select the  vendor payment journal we want to associate the workflow. 

Step 2:  Under the approval group we have two fields by name Approval workflow and workflow dropdown. These two fields are used to associate workflow. Workflow settings

Step 3: Set Approval workflow to Yes and select the workflow from the dropdown.

Step 4: In my case I selected the workflow "Automatic payment to vendor" and a prompt appears asking us to check if the workflow has any versions active. If so, please make them inactive and after association we can make required version active. Click on Yes button.

Step 5: Save the journal and go to the workflow, select the required version and click on Make active to activate the version.

Regards,

Chaitanya Golla