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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / General Journal Approv...
Small and medium business | Business Central, N...
Suggested Answer

General Journal Approval by Batch Name – Is This Possible?

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Posted on by SammyG 450

Hi everyone,

Is it possible to configure General Journal approvals in Business Central so that approval routing is determined by the journal batch?

For example:

  • A batch created by user AA (batch name = AA) should require approval from E, C, or J.

  • A batch with the name J should require approval from E, C, or N.

  • A batch named K should require approval from E, C, or D.

  • And so on.

Essentially, I’m trying to set up approval workflows where the approver options depend on the batch name rather than the user or the journal line.

Has anyone implemented something like this, or know whether it’s supported out of the box?

Thanks

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Dhiren Nagar Profile Picture
    Dhiren Nagar 694 on at
    Hi,
    This is possible.
     
    You need to create workflow for General Journal Batch approval workflow. You can find this tenplate in workflow list page.
    Now while setting up workflow you have option of applying filter, there you can apply filter of Name as the name you want to keep.
    In the approver setup you can keep Workflow user group for multiple approver setup.
     
    Now create another workflow and apply filter of another batch name and so on.
    These multiple workflows will work simultaneously based on filter of name.
     
     
     
    Regards,
    Dhiren

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