Dynamics Community Forum Thread Details

Journal Approval Workflow

Hi everyone,

Requirement:

- approval workflow for GL batches (incl periodic journal batches)

- approval workflow for vendor payment batches

Background: I have basic user access & have been requested to look into how to imbed an approval workflow into MS NAV. It is essentially myself creating the journal & payment batch & I would like to send this across to my manager to approve (who is a super user).

Can someone please assist in sending me screenshots to assist my manager to set this up? I don't have the relevant access to play around with.

Thank you

There are some general setups to look over as part of this. If you want emails sent out then SMTP setup needs a review. Probably more of an administrators task.

Also if you require 2 different batches to be approved and no others it will require 2 approval workflows.

1. Go to approval user setup page and add an email address for the approver

2. Select the notifications button and set a line for approvals with email as the method of delivery

3. Search for workflows. Choose create workflow from template. Choose the journal batch approval template

4. Open the new record. There is a lines section which has 3 columns. The 1st line and 2nd column requires a filter to specify which journal batch the approval is for. Layer in your filters as necessary - for each batch approval required.

5. 1st line 3rd column. Drilldown to reveal more settings. Here you can specify the approval style. Would seem like a small setup so you could choose specific approver and then your manager. This would then be the same for everyone.

6. Once all specific setups are dealt with you can enable the workflow.

Supplementary video which is based on a different type of approval but reinforces some of the above pointers: https://youtu.be/y1NSHzEezk4

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