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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Approval history
Microsoft Dynamics AX (Archived)

Approval history

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Posted on by sg1 90

Our auditors have asked for a list of all general journals raised in the year with who they were created by and who they were approved by. Is there an easy of way of producing a report on this, or do we have to look at each seperate workflow history?

Thanks

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  • Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi SG, it is certainly possible to do so using the workflow tables in AX. But remember that there may be a one to many relationship between a journal and approvals. i.E. Many people may have approved a certain journal. Can you perhaps give an example of how you want the output to look.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I don't know which version you are using. Going through separate workflow history is tedious task.

    AX 2009 - no standard report available. You could ask dev to write a SQL query from Workflow tables (as Jonathan mentioned)

    AX 2012 - Under Organization administration > Reports > Workflow > Workflow tracking. Check if that is any useful for you.

    I would rather go for SQL query joining Workflow tables to gather details for auditors irrespective of AX versions. This is pretty much easier.

  • sg1 Profile Picture
    sg1 90 on at

    Thanks for the swift replies!

     

    For a General Journal that is submitted there may be multiple people who can approve, however only one person is required to approve it to complete the workflow. e.g.

    1. journal submitted by x

    2. journal enters workflow for approval by a, b or c

    3. journal approved by b

    4. workflow completes (greater than 1% of approvers)

    What we would like to present to our auditors is that the journal was submitted by x and approved by b. We have AX 2012.

     

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Sg1,

    Have you tried the report in path

    AX 2012 - Under Organization administration > Reports > Workflow > Workflow tracking

    Will that be helpful ?

    Otherwise:

    your dev can either write X++ job or SQL Query utilizing below tables.

    LedgerJournalTable

    WorkflowTrackingStatusTable

    WorkflowTrackingTable

    WorkflowElementTable

    WORKFLOWSTEPTABLE

  • Suggested answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi.

    You can try perform the following links:

    1. [Your table] joined to

    2. WorkflowTrackingStatusTable (using [Your Table].RecId == WorkflowTrackingStatusTable.ContextRecID && [Your Table].TableId == WorkflowTrackingStatusTable.ContextTableId) joined to

    3. WorkflowTrackingTable (using WorkflowTrackingStatusTable.RecId == WorkflowTrackingTable.WorkflowTrackingStatus)

    Filter on:

    1. WorkflowTrackingTable.TrackingContext == WorkflowTrackingContext::Step

    2. WorkflowTrackingTable.TrackingType == WorkflowTrackingType::Completion

    You can then use the User field on the WorkflowTrackingTable

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