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General Ledger Workflows

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Posted on by 25

Hello Community,

Good Day!

I have one business scenario, 

client wants to use General Ledger workflows, and condition is that if the value is greater than $10,000, it should go to one approver, and if it is less than $10,000, it should go to another approver. What is the best and most suitable ledger journal table to use?

Thank you.

4606.Workflow.PNG

  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,177 on at
    RE: General Ledger Workflows

    Since this is a general journal  use the following as your need 
    total give you a sum of lines, if you use lines it will consider each line 

    Jnl.png

  • Scoop314 Profile Picture
    Scoop314 25 on at
    RE: General Ledger Workflows

    Thank you Ramit for you quick response. 

    i'm not sure what Ledger Journal table to be used exactly for this condition. could you please confirm. thanks 6683.Untitled.png

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: General Ledger Workflows

    Hi, Instead of AccountType, you can use JournalTotalDebit or JournalTotalCredit field in LedgerJournalTable and replace 'is' with less than ('<') or greater than ('>') 10000

    www.loganconsulting.com/.../

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,297 Most Valuable Professional on at
    RE: General Ledger Workflows

    Hi,

    You can add a condition for 10000 and it will work.

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