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Suggested answer

approval workflow in payment journals to Bank Post function 

Posted on by 23

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!

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,908 Super User on at
    approval workflow in payment journals to Bank Post function
    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. 
     
     
  • OP-28051742-0 Profile Picture
    OP-28051742-0 23 on at
    approval workflow in payment journals to Bank Post function
    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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,908 Super User on at
    approval workflow in payment journals to Bank Post function
    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.
     
  • OP-28051742-0 Profile Picture
    OP-28051742-0 23 on at
    approval workflow in payment journals to Bank Post function
    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 

  • YUN ZHU Profile Picture
    YUN ZHU 63,922 Super User on at
    approval workflow in payment journals to Bank Post function
    Hi, as far as I know this cannot be done with standard functions and needs to be customized.
    More details: Set Up Approval Users
     
     
    Hopefully other experts can give you better advice.
     
    Thanks
    ZHU

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