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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Warehouse Inventory Ad...
Finance | Project Operations, Human Resources, ...
Answered

Warehouse Inventory Adjustments - Approvals

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Posted on by SL-05122039-0 68
Hi Everyone,
Is there a way to set up an approval workflow for inventory cycle count adjustments performed by the warehouse team? For example if the warehouse team counts an item and it will trigger an adjustment, could someone in the accounting team review/approve the adjustment before it posts to the ledger?
 
If there is not an approval workflow, are there any recommendations for how to manage the adjustments?
 
Thank you
Categories:
Dynamics 365 Finance
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  • Verified answer
    AB-23050830-0 Profile Picture
    AB-23050830-0 22 on at
    Warehouse Inventory Adjustments - Approvals

    Great question! This is a common need for organizations looking to introduce accountability into their warehouse operations and financial postings.

    Out of the box, Dynamics 365 Finance & Supply Chain Management (F&SCM) does not provide a standard workflow approval for Cycle Count Journal adjustments. However, there are several proven approaches you can take to implement review/approval controls depending on your requirements and system flexibility.

    Possible Approaches

    1. Use Inventory Journals + Custom Workflow (via X++ or Power Automate)

    • Although Cycle Counting lacks native workflow support, Inventory Adjustment or Movement Journals can be used instead.
    • These journals can be extended to include an approval process, either through X++ workflow customization or via Power Automate (for low-code/no-code scenarios).
    • Example Flow:
      • Warehouse performs count > results move to a staging journal.
      • An approval request is triggered for the Accounting team.
      • Once approved, the journal is posted to inventory/ledger.

    2. Restrict Posting Permissions (Simple and Effective)

    • Configure Warehouse users with rights to create but not post journals.
    • Only Inventory Control or Accounting roles have permission to post adjustments.
    • This manual checkpoint ensures financial review before any ledger impact.

    3. Custom Workflow for Cycle Count Journals (Advanced)

    • With development, you can build a workflow directly into the Cycle Count Journal posting process.
    • This involves extending InventJournalTable and adding a workflow category and approval step.
    • While more involved, it gives the most seamless user experience within D365.

    4. Power Platform-Based Approval

    • Use Power Automate to extract counted items into a SharePoint approval list or Power Apps form.
    • The Accounting team reviews and approves the changes.
    • On approval, a designated user posts the journal in D365.

    Recommendation

    If you're looking for a quick and manageable solution, look at Approach #2 and restrict posting permissions to Accounting. 

    For organizations needing audit trails and structured approvals, Approaches #1 or #4 are likely options depending on whether you prefer development or low-code automation.

     

    Hope this helps!

  • SL-05122039-0 Profile Picture
    SL-05122039-0 68 on at
    Warehouse Inventory Adjustments - Approvals
    Hi All,
    Apologies, the adjustments are resulting from using the warehouse mobile device. Ideally we would like the accounting team to have the opportunity to review/approve before the adjustments are posted to the ledger.
     
    We do have approvals and workflows set up for other areas of the system; GL, AP, AR, but we aren't clear what, if anything, could be set up related to inventory adjustments originating from the warehouse mobile device.
     
    Would we be able to utilize the workflow for the inventory counting journal if the origin is the warehouse mobile device?
     
    Thank you all for your help.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,795 Most Valuable Professional on at
    Warehouse Inventory Adjustments - Approvals
    Hi,
     
    I agree with Andre, we need more information on this as your question is not clear.
     
    Also, please note- there is a standard workflow for inventory counting journal so if you have missed in case, FYI.
     
     
  • Verified answer
    Adis Profile Picture
    Adis 5,633 Super User 2025 Season 2 on at
    Warehouse Inventory Adjustments - Approvals
    Hi,
     
    I know you said you want the accounting team to approve the adjustment before it is posted. 
     
    I am just asking if it is a strong requirement or not. So, would it be enough that the accounting team gets informed via email? If so, then I would think of a Power automate flow, that is relative easy to implement.  
     
    The benefit is, you dont need a code change or customization in the system and no release when it comes to changes.
    Drawback is of course that it is only an information, so you have to reverse the adjustment if something is wrong.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • Raj Borad Profile Picture
    Raj Borad 1,321 on at
    Warehouse Inventory Adjustments - Approvals
     
    I think there is no approval for this. However, you can implement a custom workflow by finalizing the functional and business requirements. Also, check for Power Automate, if it helps.
     
    Thank you,
    Raj
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,535 Super User 2025 Season 2 on at
    Warehouse Inventory Adjustments - Approvals
    Hi,
     
    Can you clarify if you are using an inventory count journal or counting using the warehouse mobile device?

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