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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to set up a securi...
Small and medium business | Business Central, N...
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How to set up a security workflow to approve payments to Bank

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Posted on by OP-28051742-0 25
Hi
 
I want to set up a security approval workflow for Bank exports/ and post in the dynamics BC.

before exporting and posing to Bank, I want to set up the following rules. 

Total balance less than 50K can be exported and posted by person X, anything over 50K person Y.

I have followed the general workflow approval process in payment journals, but the request is to apply for Bank exports and posting. not approvals. Please assist.


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Business Central
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    How to set up a security workflow to approve payments to Bank
    not possible out of the box. Not even sure if this is feasible to control the export, please involve a dev to find out.
    Jun Wang
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,822 Super User 2024 Season 2 on at
    How to set up a security workflow to approve payments to Bank
    As far as I know out of the box the workflow can only prevent posting the journal. There is no connection to exporting without a developer customizing the system.
     
  • OP-28051742-0 Profile Picture
    OP-28051742-0 25 on at
    How to set up a security workflow to approve payments to Bank
    Hi
     
    How do I create a security workflow for Bank exports only? 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    How to set up a security workflow to approve payments to Bank
    Hi, the standard workflow can only limit posting, not exporting. If you want to do both, you need to customize it.
     
    Hope this helps.
    Thanks.
    ZHU

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