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Workflow General Ledger Batch Approval - GP2018

Posted on by 25

Hello,

We are implementing a workflow for General Ledger Batch Approvals.  We only want the workflow to be valid for the document ID of GJ and need to understand how the workflow is designed to exclude all subledger and 3rd party (such as Nolan Intercompany) entries to exclude them from the workflow as a part of our technical documentation. 

Where can I find this information? 

Thank you in advance for your efforts,

Donnette

  • Suggested answer
    RE: Workflow General Ledger Batch Approval - GP2018

    Workflow really doesn't exclude anything in particular, instead, it's as smart as you set it up to be.

    For example, if you setup a GL Batch Approval workflow to require approval only when the Document ID is 'GJ', when a GL batch is submitted in Dynamics GP, for that company, it'll generate a SELECT statement based on the approval conditions setup, then compare it to the actual GL Batch that is submitted. The script will either return a '1' value meaning approval is needed, such as when the Doc ID is 'GJ' or a '0' meaning no approval is needed.

    If you want to exclude subledger and/or third party entries, we probably would need some type of condition to check for those, in order for Workflow to exclude them from requiring approval.

    For more documentation, you can start here:

    docs.microsoft.com/.../workflow

    Thank you

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