Small and medium business | Business Central, N...

approval workflow in payment journals to Bank Post function

(1) Share

Report

Posted on by OP-28051742-0

Hi Community!

How do I set up an approval workflow in payment journals to Bank Post function in payments journal in Dynamics BC.

Task is to create an Approval workflow to export or post payment journal batch for EFT payments : How do I assign approval where if the Balance/amount is < 50k person (X) can approve it | if the Balance/amount is > 50k person (Y)can approve it

Please Help!

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (0)

YUN ZHU 95,331 Super User 2025 Season 2 on at

Like (0)

Report

Hi, as far as I know this cannot be done with standard functions and needs to be customized.

More details: Set Up Approval Users

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-approval-users?wt.mc_id=DX-MVP-5004336

Hopefully other experts can give you better advice.

Thanks

ZHU

Was this reply helpful? Yes No
OP-28051742-0 25 on at

Like (0)

Report

Hi,

I've set the approval user flow and everything from that end is finalized. I need help setting up the flow for this specific problem

I created a workflow from the payment journal template for this.

But I fear that this workflow is incorrect. I need the workflow to execute

Bank Post function in payments journal in Dynamics BC.

Task is to create an Approval workflow to export or post payment journal batch for EFT payments : How do I assign approval where if the Balance/amount is < 50k person (X) can approve it | if the Balance/amount is > 50k person (Y)can approve it

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 31,340 Super User 2025 Season 2 on at

Like (0)

Report

Task is to create an Approval workflow to export or post payment journal batch for EFT payments

As Zhu mentioned out of the box the workflow will not affect the export function, only posting.

How do I assign approval where if the Balance/amount is < 50k person (X) can approve it | if the Balance/amount is > 50k person (Y)can approve it

In these cases you create two workflows. One workflow where the amount is <50k. This workflow will be approved by person X. And then, you create a second workflow where the amount is >50.01k and its approved by person Y. You have to ensure you dont use the 50k amount on both workflows, the amounts have to be different. For example 50 and 50.01 or 49.99 and 50.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No
OP-28051742-0 25 on at

Like (0)

Report

Hi Valentine

Thanks for responding.

I've gone ahead and made two workflows and made the changes as follows:

But I still dont understand how this would apply when posting.

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 31,340 Super User 2025 Season 2 on at

Like (0)

Report

But I still dont understand how this would apply when posting.

The system does it automatically when you turn on the workflow. When you click the post button the system will check if there is a workflow enabled that matches the criteria for journal. If there is, it will not allow you to post without approving the journal first.

If you would like, turn on the workflow and try to post your journal batch. You will get an error message that it must be approved first.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No