Hello,
I am currently trying to implement some controls on journal entry workflow approvals and am running into two control issues I was hoping for some guidance on.
1) We have a concern around managers delegating a workflow item to a subordinate, then that subordinate is able to approve and post. We currently use hierarchies to control the workflow, and I have tried controlling the approval step using job titles, but I believe any delegation action brings with it the ability to approve, regardless of what level of the hierarchy the users exist on. I have also tried removing the security role that is tied to journal approvals, but that did not work either.
Example: Accountant 1 submits a journal to workflow, Manager 1 delegates it to Accountant 2 who is able to approve and post.
In this example, Accountant 2 is on the same "level" of the hierarchy as the original submitter, but is still able to approve and post which we don't want to allow.
Is there something else I can be trying?
2) Tangentially related, is there a way to restrict posting of a journal to the individual who approved it?
Example: Accountant 1 submits a journal to workflow, Manager 1 approves, Accountant 2 goes in and posts the journal.
We want to restrict it so that only Manager 1, in this case, can approve.
Thank you so much for any reply. Please ask clarifying questions if needed. I'm relatively new to D365 and could very well be missing an obvious solution.
