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DYNAMICS 365 BC_Vendor Payment Journal lines Approvals

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Posted on by CU30050714-0

Hello,

I would like to know if the below can be implemented on Dynamics 365 BC :

There are Two groups - Group A ( 10 Approvers- sequence 1) and Group B (5 Approvers - sequence 2 )

When using Suggest Vendor Payments, and the vendor payment list is generated on the Payment journal, can the user preparing this list get the options to select 1 Approver user from Group A and then select the 2nd Approver user from Gorup B. If the Payment Journal lines form can be customized to display the Group A and Group B approval users. and then trigger the Approval workflows.

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Dynamics 365 Business Central

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Martin Dráb 237,801 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Small and medium business | Business Central, NAV, RMS forum.

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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Maybe this will give you a direction to proceed.

In standard Dynamics 365 Business Central, the Vendor Payment Journal supports approval workflows, but selecting specific approvers per journal manually (like choosing from Group A and B) is not available out-of-the-box.

🔧 To achieve your requirement:

Yes, this can be implemented, but it will require customization:

Add two custom fields on the Payment Journal: one for Group A Approver, one for Group B Approver.

Modify the Approval Workflow to:

Use these selected approvers dynamically.

Trigger approval from Group A (sequence 1), and once approved, route to Group B (sequence 2).

Customize the workflow logic using codeunit and workflow events.

You’ll need a developer or your Microsoft partner to handle this AL code customization.

Mark below checkbox to make this answer Verified if it helps you. Let me know if you want sample fields or workflow event guidance.

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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Not sure but if you get hint from this: https://community.dynamics.com/forums/thread/details/?threadid=42b05538-9469-4c1f-a97f-177e0582715c

https://community.dynamics.com/forums/thread/details/?threadid=a5ee69be-0888-4043-96f9-14ea0a000923

https://community.dynamics.com/blogs/post/?postid=88aee297-9196-4c03-9d5d-be6ac8148171

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Mansi Soni 8,907 Super User 2025 Season 2 on at

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Hello,

Yes, this scenario can be implemented in Dynamics 365 Business Central with Standard workflow available for the General Journal and you can create User Groups to achieve your requirement. However if you still unable to achieve it as per your requirement then definitely you can go for customization.

Hope this answer will help you!

Regards,
Mansi Soni

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, You can try the following standard wokflow and send it to different approval groups according to different conditions.

Or you can try Power Automate.

Thanks.

ZHU

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Valentin Castravet 31,340 Super User 2025 Season 2 on at

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Do you have criteria that can be incorporated in the workflow to decide if the request should go to Group A or Group B? If so, you can use the standard approval workflow for this using workflow user groups.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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