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Item Journal Approval Workflow

Posted on by 20

Hello All,

Please could anyone advise if and how we can have Item Journal Approval Workflow?

Standard Business Central doesn't have Item Journals.

We are looking to create workflows for the following:

Item Journal(Positive and Negative adjustments) approval criteria:

  1. Total adjustment cost less than or equal to $500, no approval required
  2. Total adjustment cost between $500 to $5000, to be approved by User A
  3. Total adjustment cost above $5000, to be approved by User B

Any help will be greatly appreciated.

thank you

Bill

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 63,857 Super User on at
    RE: Item Journal Approval Workflow

    Hi, just adding some info.

    Throughout 2023 release wave 1, Microsoft is adding more approval workflow templates based on Power Automate. (Public preview is Apr 2023)

    https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/new-approval-workflow-experience-templates-power-automate

    pastedimage1679443318525v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,216 Super User on at
    RE: Item Journal Approval Workflow

    Hi Bill - Since you're unable to find workflow templates in standard BC, you are right as it is not existing

    There are 2 ways you can follow:

    1. Go the power automate way (which will incur additional licensing costs if you don't own one already)

    2. You can contact your local partner and ask them to customize a item journal workflow for you. There are plenty of blogs out there on customizing this, all one needs is an experienced AL/Business Central developer

    Either way you go will cost you $$ & time

  • EdmondR Profile Picture
    EdmondR 10 on at
    RE: Item Journal Approval Workflow

    Hey Bill , 

    Did you manage to find a solution to setup the approval ? 
    I have my finance department asking me for the same thing 

    Thanks 

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Item Journal Approval Workflow

    Bill,

    Out of the Box their is no Item Journal Workflow template. You could create one but you might consider Power Automate as an easier solution. Here is a link to a recording on how easy it is to use Power Automate.

    www.youtube.com/watch

    Thanks,

    Steve

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