Payment journal approval - how to avoid two approvals

(0) Share

Report

Posted on by Community Member

Good morning,

I have a question regarding the payment journal approval process. With the approval workflow enabled, I have to send the payment journal for approval before I can export the bank file, which is fine. I then need to select the transmit function before I can post, but this then requests the journal batch to be sent for approval again? Does anyone know a way of avoiding the second approval request (we only want to submit once)? Apart from hitting transmit, nothing has been changed on the journal..

Many thanks

All responses (4)

Answers (1)

Verified answer

Community Member on at

Like (0)

Report

RE: Payment journal approval - how to avoid two approvals

Hello Martin,

Thanks for your advice. I changed the workflow from batch to line and used the transmit condition. When I set this to "no", the workflow was triggered at the point of trying to post but when I tried to send for approval the error stated that the journals did not apply (which makes sense I guess as transmitted status should changed to "yes". Strangely though, I tried changing the transmit condition to "yes" and the workflow wasn't triggered at all ( I was able to export/transmit/post the journal). However, this prompted me to try the "Exported to payment file = Yes" condition and that seems to have worked well.

Sorry for the long winded reply, but in short - thank you for your help as I wouldn't have got to this point.

It is a shame that there isn't a similar method for batches as it means the approver gets individual lines and our payment journals are quite large, but we will have to live with that!

Thanks again.
Suggested answer

MartinNL 480 on at

Like (0)

Report

RE: Payment journal approval - how to avoid two approvals

Hi Susan,

When you run the transmit function there is a field in the journal lines that gets updated (I think its called "check transmitted", so technically speaking there is a change happening in the journal lines.

Is your workflow setup for approval the journal batch or journal lines? If lines, you could try to set a condition where the workflow will only be triggered if "check transmitted" <>yes or something like that? Never had this issue before so will be interesting to see how this gets resolved.

Let me know how you get on :)

Regards,

Martin
Community Member on at

Like (0)

Report

RE: Payment journal approval - how to avoid two approvals

Hi Jyotsna,

Thanks for coming back to me. Only one workflow is enabled unfortunately..
Suggested answer

Jyotsna NAV 585 on at

Like (0)

Report

RE: Payment journal approval - how to avoid two approvals

Hello,

Check whether another unrequired workflow is enabled.

Regards

Jyotsna

jyotsnanav.blogspot.com

Don't forget to help the community by verifying the answer or at least like the suggestion if it did help in any way. It will let others know that the topic has a verified answer and was beneficial to you.