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Need Assistance with Multi-Level Approval Workflow in Payment Journal

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Posted on by JM-08012158-0

Hello Guys,

I have a requirement from the client to implement a multiple-approval mechanism for the payment journal. The process is as follows:

At Level 1, there are two approvers. If either of them approves a payment line, it should proceed to Level 2 (the next approver).
Once the final approver approves the journal line, the status should update to Approved.

I attempted to configure this scenario through workflow user group as outlined in Microsoft's documentation on Learn.microsoft.com, but unfortunately, I was unable to achieve the desired outcome.

In my case, when the final approver approves the payment journal, the status changes to Imposed Restriction which leads to an error while posting the journals.

Can anyone assist me in resolving this?

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 22,524 Most Valuable Professional on at

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Need Assistance with Multi-Level Approval Workflow in Payment Journal

Hi, good day
I hope this can help you, and give you some hints.

How to restrict and allow usage of a record - Business Central | Microsoft Learn

Best Regards
Gerardo

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Khushbu Rajvi. 18,797 Super User 2025 Season 2 on at

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Need Assistance with Multi-Level Approval Workflow in Payment Journal

Adding more datail. Hope this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users#to-set-up-a-workflow-user

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Ramiz 597 on at

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Need Assistance with Multi-Level Approval Workflow in Payment Journal

Hi,

Pending Approval is the page variable on general journals and its updated on trigger onAftergetRecord

I think its showing Imposed Restriction because of this code. Check the workflow steps, there shouldnt be any restricted record.

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YUN ZHU 89,835 Super User 2025 Season 2 on at

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Need Assistance with Multi-Level Approval Workflow in Payment Journal

Hi, This is standard behavior, please check the settings below.

Also, I checked the standard code and there is no Approval Status field on the line, only Pending Approval, is this a custom field? It is recommended that you uninstall the third-party program and try again.

Thanks.

ZHU

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