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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow or manual app...
Finance | Project Operations, Human Resources, ...
Answered

Workflow or manual approval on a periodic journal

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Posted on by EUH 4
Hi all,
 
Is there any way to apply approval (manual or workflow) on a specific periodic journal?
 
If selected on the journal names form I presume it will apply to all the Periodic journals which is not desired.
 
And the standard workflows do not seem to be available from the Journal names form for type Periodic.
 
Many thanks
I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 306,230 Super User 2026 Season 1 on at
    Hi EUH,
     
    Periodic journals are like a template that can be copied to journals. There is only an option in the standard application for approvals on general journals, not the periodic journals. What would be the expected result for you? Should it skip the approval when rerieving the contents of a periodic journal, block the periodic journal from being copied, or both? Anyway, changing the current behavior requires a customization.
  • Suggested answer
    EUH Profile Picture
    EUH 4 on at
    Hi Andre, yes, the expectation would have been for an approval if the amounts were changed, and also if any of the amounts were to go beyond thresholds. Unfortunately it looks like this would be a customisation. Thanks for your help.

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