web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Inventory journal work...
Supply chain | Supply Chain Management, Commerce
Answered

Inventory journal workflow

(0) ShareShare
ReportReport
Posted on by tl82 535

Been working with a colleague on this and can get it to work, but i appears this cannot be controlled by value. E.g. on the counting journal if we count on or off say £100 of stock we want it to ONLY go for approval then...abit like cycle counting would. But all that seems to happen is ALL journals have to go through workflow whether they are £1 or £10000.

Anyone confirm if this is an option, or is it just a case of all have to go through the appoval process?

I have the same question (0)
  • Suggested answer
    AR-01121610-0 Profile Picture
    AR-01121610-0 4,971 Moderator on at

    Hy tl82,

    as I know you are right as you have no summarized values at journal header.

    What you can do before send the journal into worklow to enter a sensitive "journal description" e.g. "large inventory adjustment"  to the journal header in the case your amount exceeds the volume. Then you can create a condition inside the workflow to autoapprove if not "large inventory adjustment" otherwise it has to be approved by anyone.

    So you could decide what has to be approved.

    An other option would be to go through a Power Automate to summarize your journal values and decide then to go to a Workflow.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

    Hi tl82,

    Like mentioned by Andreas, this is not available out of the box. Do you need the value per line or as a journal total? Anyway, you can go for an extension to add a calculated field on the workflow document class for the counting difference. If this is below a certain value, go for an auto approval; otherwise, the workflow should be assigned to user(s) for approval.

  • tl82 Profile Picture
    tl82 535 on at

    Both.

    it is the value per line. So what i understand from this is this isnt possible.

    What is an extension, in layman terms? Or is there somewhere i can see a video or screenshots of this? As this is starting to sound like something beyond a simple Operations Manager (Me), with this forum and youtube the basis of how i am setting up D365 for warehousing :)

  • Suggested answer
    AR-01121610-0 Profile Picture
    AR-01121610-0 4,971 Moderator on at

    Hy tl82,

    you understand right, it does not work out of the box to control the routing of an inventory approval workflow based on a summarized value of all journal lines.

    If you need this absolutly a D365FO Developer could develop this in an development environment, this is called an extension. Before development the functional requirement has to described from an consultant in this way that the deveoper understand what exactly has to be coded. After coding this software the package has to be deployed to your test-environemnt, tested by your key users, accepted that is works as expected and then the package has to be deployed to your production envirionbment.

    The decision to develop a Customization is an managerial decision and should be discussed internal and also with your supporting partner.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 296

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 234 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 145 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans