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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to do setup for "A...
Finance | Project Operations, Human Resources, ...
Answered

How to do setup for "Auto posting journals after workflow approved"

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Posted on by Narasimha 31
Hi ,
 
can anyone advise me to do the setup for Auto-posting journals which are approved through workflow?
 
Regards.
Narasimha J
  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2024 Season 2 on at
    How to do setup for "Auto posting journals after workflow approved"
    Hi,
     
    While setting upo batch job :
     
    Enable this
     
     
    Also, Setup recuurence for the batch job. It should be auto after that
  • Narasimha Profile Picture
    Narasimha 31 on at
    How to do setup for "Auto posting journals after workflow approved"
    Hi Mohammad,
     
    I have followed all steps and done the setup accordingly. However, the journals are sitting in que at "Post Journals". Again needs to run the batch unless otherwise the journal will be in this que. 
     
    The expectation is to "Auto post" the journal without human intervention.
     
     
  • andreasraithel Profile Picture
    andreasraithel 4,834 Super User 2024 Season 2 on at
    How to do setup for "Auto posting journals after workflow approved"
    Hy,
    as Mohamed has the link to the solution.
    Setup a recurring batch for this posting and apply the filters for that batch accordingly to your requirement (journalname, approval status, ...) and the batch will execute this query and post all journals that have been found.
     
    Hope this helps.
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,694 Super User 2024 Season 2 on at
    How to do setup for "Auto posting journals after workflow approved"
    Hi @Narasimha,
     
    same issue is resolved :
     
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,735 Super User 2024 Season 2 on at
    How to do setup for "Auto posting journals after workflow approved"
    Hi Narasimha,
     
    Can you tell us what exact document and workflow type you are referring to? If auto-posting is supported, it is one of the elements available to be added to the workflow. 

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