Inventory journal workflow

(0) Share

Report

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)

All responses (4)

Answers (0)

Suggested answer

AR-01121610-0 4,967 Moderator on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 301,079 Super User 2025 Season 2 on at

Like (1)

Report

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.

Was this reply helpful? Yes No
tl82 535 on at

Like (0)

Report

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 :)

Was this reply helpful? Yes No
Suggested answer

AR-01121610-0 4,967 Moderator on at

Like (1)

Report

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.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Inventory journal workflow

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Supply chain | Supply Chain Management, Commerce

Featured topics

Product updates

Community site session details

Inventory journal workflow

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Supply chain | Supply Chain Management, Commerce

Featured topics

Product updates