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Recurring General Journal Approvals

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Posted on by AK-13051749-0

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Hello. Does anyone have experience with extending the Recurring General Journal for approval workflows in BC?

I came across the link below and implemented this, but it is not working as expected.

Enhancing the Recurring General Journal with Automated Approval Workflows in Dynamics 365 Business Central - CloudFronts

Any suggestions would be greatly appreciated. Thank you!

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Dynamics 365 Business Central

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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Recurring General Journal Approvals

The standard Recurring General Journal does not include an approval process, so you can submit this idea to Microsoft if necessary.

Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Of course you can consider customization, as in the link you provided. You can refer to other custom codes.

Walkthrough: Implementing New Workflow Events and Responses

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-walkthrough-workflow-events-responses

Some examples from NAV:

https://chrisdsilvablog.wordpress.com/2018/07/27/how-to-create-a-custom-approval-workflow-in-dynamics-nav-part-1/

https://mibuso.com/downloads/create-custom-approval-workflow

Hope this helps.

Thanks.

ZHU

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CA Vijay Krishna 178 on at

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Recurring General Journal Approvals

Hi AK

Can we have the Error you are facing so that we can suggest the right path, as mentioned you have implemented and have you processed any journal and error log file that would help us to answer more detailed way!!

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AK-13051749-0 138 on at

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Recurring General Journal Approvals

@CA Vijay Krishna @YUN ZHU

Thank you for your responses.

After implementing the code from the link I shared earlier, when I send a batch for approval and try to switch to another batch, I am getting the error below.

In addition, when a batch is approved, the status changes to "Imposed restriction" and even if I send a new approval request for this batch, the status remains as "Imposed restriction."

Please let me know if you have any suggestions on how to resolve these issues. Thank you!

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Rishabh Kanaskar 6,147 on at

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Recurring General Journal Approvals

Hi,

Recurring General Journal does not support approval workflows out of the box. The blog you followed likely adds custom events and tables, but if it’s not working, the main reason is that approval workflows in BC are tied to specific tables like General Journal Line (81), while Recurring General Journal uses table 272.
To make it work:

> Add event subscribers for OnSendApprovalRequest and OnCancelApprovalRequest for table 272.
> Extend the workflow response handling to include Recurring General Journal.
> Ensure the workflow conditions reference table 272, not 81.

There’s no standard feature for this, you need full customization.

Thanks

Rishabh

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RockwithNav 8,576 Super User 2025 Season 2 on at

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Recurring General Journal Approvals

We don't have in standard Business Central.

Need to go with Customization.

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CA Vijay Krishna 178 on at

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Recurring General Journal Approvals

Hi AK,

Based on the Screenshots and Error there is No standard Options in BC as of today.
Business Central has built-in approvals for General Journals (batch/line), but the Recurring General Journal page doesn’t include a native “Request Approval” action. This gap is noted repeatedly by the community and in ideas threads; the usual guidance is to use an extension or bypass recurring batches in your workflow filters.

You Can Follow one of the below Approach if possible:

Exclude recurring batches from the journal approval workflow (temporary/operational workaround via filters or naming conventions).

Use/Build an extension to add approval actions and state handling to the Recurring General Journal page (like the CloudFronts example, or an ISV app that adds this capability).

Move entries to a standard General Journal and use the native approval there (process-wise workaround). The standard locking/approval behavior applies to general journals, not recurring.

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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Recurring General Journal Approvals

From the error message, the Batch Name does not seem to be obtained correctly. I think it is a code problem. Please check your code again.

Thanks.

ZHU

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Suresh Kulla 50,241 Super User 2025 Season 2 on at

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Recurring General Journal Approvals

There is an app in the app source if you want to check.

https://appsource.microsoft.com/en-gb/product/dynamics-365-business-central/PUBID.asqit%7CAID.item-journal-approvals%7CPAPPID.82da0ec8-68d4-4034-9c9c-fc4cfb7d1747?tab=Overview

We also recently implemented this change for a client. I need to dig into it to find the code. Message me if you need it.

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