D365 F&O Select approver at the time of entry

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Posted on by NaveenKumar S

3,338

Hello,
We are posting a payment journal, but at the time of entering the journal, we want to select the approver (one level), how can we achieve this?
Regards,

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Ramit Paul 22,300 Most Valuable Professional on at

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D365 F&O Select approver at the time of entry

Hi,

There is no manual selection possible at the time of submitting the workflow, it has to be some condition based or some trigger based, that you need to make and setup.
NaveenKumar S 3,338 on at

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D365 F&O Select approver at the time of entry

Hello Andre,

The user will decide the approver based on different conditions, like the type of payment some payments are handled by person 1 and others by person 2. e.g. some vendors are handled by person 1 and others by person 2. The second condition may be that person 1 is unavailable. In all the cases the approver is single level approval

Regards,
André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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D365 F&O Select approver at the time of entry

Hi Naveen,

When a user needs to select an approver, how would he define who will be the approver? Is it because of a particular person is available that day? Would it be an idea to add multiple persons based on e.g. a security role and have a completion policy for 1 approver?
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Fasih 291 on at

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D365 F&O Select approver at the time of entry

Hi,

You can achieve the ability to select an approver (one level) at the time of entering a payment journal by configuring an approval workflow for payment journals. Approval workflows in D365 F&O allow you to route transactions, such as payment journals, to designated approvers for review and approval before they are posted.

Configuring approval workflows in D365 F&O may require administrative access and knowledge of workflow setup.