Payment journal approval - how to avoid two approvals

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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

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Jyotsna NAV 585 on at

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Hello,

Check whether another unrequired workflow is enabled.

Regards

Jyotsna

jyotsnanav.blogspot.com

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Hi Jyotsna,

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

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MartinNL 480 on at

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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

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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.

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