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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / what is the best way t...
Microsoft Dynamics AX (Archived)

what is the best way to control ( posting ) journals based on amount

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Posted on by Khaldoun Abulhija 40

Dears,

i need to create a workflow to automate financial documents in ( GL/AR/AP/FA) , and there is one condition while posting is divided into thresholds , amounts < 10,000 should be posted by User1, and amounts > 10,000 should be posted by User2.

some workflows it has automatic task for posting like ( post vendor invoices) for the (vendor invoice workflow) but other workflows doesn't contain this automatic task, and i can put the user who should post at the last position in approval cycle and then the posting will be done automatically.

is there a way to solve this case for the remaining workflows which doesn't contain automatic posting task ?

Dynamics version( 2012 R3 CU12)

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I have the same question (0)
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,679 Super User 2026 Season 1 on at

    You can control posting using Journal Posting Restrictions Setup. It is not linked with the workflow. But this is something that you can get without paying for any development, using Standard AX.

    In regards to your workflow, you can configure it with conditions such as If Amount < 10,000 UserA Or UserGroupA etc.

  • Khaldoun Abulhija Profile Picture
    Khaldoun Abulhija 40 on at

    Dear Sohaib,

    thanks for your reply, Journal posting restrictions , restrict the posting to the one who created the journal only, and this is not my case , the accountant create the journal then submit for approval by chief accountant then the full approval cycle, and i need to put conditions on posting depending on the amount as per defined in the authorization matrix.

  • Crispin John Augustine Profile Picture
    Crispin John Augustine 37,081 on at

    I think, you have to program in the validations..

    Ideally, the post button should be available, but on click, it should validate first, and give users meaningful reasons as to why they can't post. (as an example, "Could not post journal because you have exceeded your threshold amount - 10,000 USD")

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,679 Super User 2026 Season 1 on at

    1) I do not agree to following line

    Journal posting restrictions , restrict the posting to the one who created the journal only.

    2) If you think standard AX posting restrictions isnt something for your business, please proceed for customizations

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