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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Configure Inventory Wo...
Finance | Project Operations, Human Resources, ...
Answered

Configure Inventory Workflow condition based on total cost amount in D365FO?

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Posted on by CU09091357-0 464

I’m configuring the Inventory Adjustment journal workflow in D365FO.

I need amount-based routing (e.g., < $45,000 to one approver and ≥ $135,000 to another).

In the Conditional decision editor I only see InventJournalTable (header) and no total from InventJournalTrans.

Is there any field for the journal total in accounting currency, or do I need to extend the workflow document query by joining an aggregate view (sum CostAmount by JournalId)?

If extension is required, could someone share the minimal steps.

Thank you.

Categories:
Microsoft Dynamics AX
Dynamics 365 Project Operations
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  • CU09091357-0 Profile Picture
    CU09091357-0 464 on at
    Configure Inventory Workflow condition based on total cost amount in D365FO?
    @Sohaib Cheema thank you for your clarification!
    @Waed Ayyad appreciate your response and thanks for your recommended resource!
    Will try this approach.
  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 8,929 Super User 2025 Season 2 on at
    Configure Inventory Workflow condition based on total cost amount in D365FO?
     
    Check the following blog: How-add-new-fields-workflow
     
    It shows you how to add new field (calculated field) to workflow document.
     

     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 48,391 User Group Leader on at
    Configure Inventory Workflow condition based on total cost amount in D365FO?
    I have checked it. The underlying document class does not have any parm methods, therefore there are no calculated fields to make decisions based on number conditions, as you expected. I see the customization as a possibility.

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