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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Workflow for Movement ...
Microsoft Dynamics AX (Archived)

Workflow for Movement Journals

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Posted on by D365 beginner 634

Hi Everyone,

I have some requirements for the Movement Journal workflow, Can anyone help me to achieve below points.

1. How can I relate WorkflowWorkItemTable table with InventJournalTable. (The Requirement is if I assign a request change in the workflow to any user only that user should be able to edit the journal where for all other users the journal should be closed for editing)

2. In the Purchase order workflow we have button named Request change which will be active only if the PO status is approved and once we click on that the whole workflow will be reversed. I need to apply the same for Movement Journal by creating the same button and when we click on that the journal should change from approval status to no submitted.

3. When I use the option Transfer all posting errors to a new journal  while posting, it creates new Journal for the error lines where the status of the journal will be same as the parent journal (Approved in the normal cases ) My requirement is whenever the new journal is created the status should be not submitted so the user will be able to edit the journal and submit it again.

Thanks in advance. 

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  • Suggested answer
    Sefa Duman Profile Picture
    Sefa Duman 1,167 on at

    Hi,

    Workflow is not provided in Movement Journal out of the box. I guess you have developed this.

    1. You have to create task element in workflow configuration. So that only the user who assigned to that record will be able to edit.

    2. It depends on the way that you did customizations. If you or your developer were added this button and functionality to that form, you would be use request change functionality. So you have to develop this and add required buttons.

    3.This topic is depends on your customization too. You have to manage workflowstatus field in InventJournalTable by methods like init,insert, update, validefield and cansubmittoworkflow.

    Consequently ıt would be good to review your workflow customization and improve it according to your needs.

    Best regards,

    Sefa

  • Community Member Profile Picture
    Community Member on at

    Hi there, I got a requirement to develop an Approval Workflow for Stock Journals (which is not having Out Of the Box Workflows) in D365 Finance and Operations.I need to Create Workflow for  Inventory Management > Journal Entries  > Items > Movement.   I had finished the complete Workflow Process using this but the workflow button is not enabled after new record creation in the Movement Form. Can you help me in Creating an Approval Workflow for Movement Journals in which the Workflow process must be similar to General Ledger Workflows in D365 FO. I think you had already developed the Same previously so it would be really helpful for me if you help me with Developing an Workflow for Movement Journal

  • Community Member Profile Picture
    Community Member on at

    Hi there, I got a requirement to develop an Approval Workflow for Stock Journals (which is not having Out Of the Box Workflows) in D365 Finance and Operations.I need to Create Workflow for  Inventory Management > Journal Entries  > Items > Movement.   I had finished the complete Workflow Process using this but the workflow button is not enabled after new record creation in the Movement Form. Can you help me in Creating an Approval Workflow for Movement Journals in which the Workflow process must be similar to General Ledger Workflows in D365 FO. I think you had already developed the Same previously so it would be really helpful for me if you help me with Developing an Workflow for Movement Journa

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi K Prem Kumar,

    If this is for D365 then please create a new thread in the Dynamics community forum.

    Many thanks,

    Ludwig

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