web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Payables batch approva...
Microsoft Dynamics GP (Archived)

Payables batch approval workflow for checks only

(1) ShareShare
ReportReport
Posted on by Linda Brock 18

Hi,

I want to only approve check batches. It seems like all other payables batches must be final approved by the alternate final approver since there are no steps for those.

Is there any way for payables transaction batches to be auto approved?

Thanks,

Linda

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at

    Hello Linda,

    You should be able to setup the payables transaction approval workflow to only require approval when it is a check batch and not the other types.

    When this is done, you also want to make sure you do not have the option to 'always require approval' selected in the Workflow Maintenance for this workflow type, otherwise what will happen is, when a payables transaction is submitted for approval, it will look at your workflow step, see that it isn't a check batch thus doesn't require approval from the workflow step, however, if you have the 'always require approval' option marked, it will then be routed to the alternate final approver if one is specified, or else it will be routed to the workflow manager of that workflow type for approval.

    If you don't have the option to always require at least one approver selected on the workflow, it will simply look at the workflow steps to see if the approval conditions match or not. If they do, then it'll require approval from the specified approvers on the step(s). If the conditions don't match, then it won't require approval from the workflow and will be given a 'Completed' status, which is the equivalent of saving a payables transaction and not having workflow enabled at all, meaning the payables transaction will be ready for use.

    Thanks

  • Linda Brock Profile Picture
    Linda Brock 18 on at

    Derek - thank you so much for explaining this so well. I appreciate it!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans