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Filters on General Journal Batch Approval Workflow

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Posted on by AN-16031031-0

Hi,

I have a General Journal Batch Approval Workflow. This is a standard workflow. It takes a batch and send it for approval. I want to add two custom condition filters in this workflow that I can not see as standard.

The first is Payment Method Code filter and the second comes with a logic that the approval will be sent for a particular batch only when the sum of the total lines amount is equal or greater than specified amount.

Can someone please guide me how can I do that? Or is there any related article?

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Dynamics 365 Business Central

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Rajvi Shah 87 on at

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Hello,

It is not possible in the standard general journal batch approval workflow. because

Payment Method Code: This field is typically located on the General Journal Lines, not the Batch header. Because the batch approval workflow looks at the header level, it cannot filter by individual line details like Payment Method Code.

Total Batch Amount: The standard Batch table does not have a "Total Amount" field.

Above Requirement is the require the development from technical team.

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Aziz Skhiri 230 on at

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hello, No these two custom condition filters (Payment Method Code and sum of total line amounts ≥ a specified value) cannot be added directly in the standard General Journal Batch Approval Workflow setup in Dynamics 365 Business Central. The standard template ("General Journal Batch Approval Workflow") only supports basic filter conditions on fields from the Gen. Journal Batch table (e.g., Journal Template Name, Recurring = Yes, Template Type = General). Payment Method Code lives on the Gen. Journal Line table (not the batch), and there is no built-in "Total Lines Amount" field or calculated sum available for workflow conditions. Standard conditions are simple record filters they do not support cross-table lookups or calculations out of the box.

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AN-16031031-0 10 on at

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Hi Rajvi,

Thank you for your response.

Can you please tell me how can we achieve this technically?

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Valentin Castravet 32,108 Super User 2026 Season 1 on at

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If you want to use the Payment Method Code field in the filter, it makes more sense to use approval workflows at the journal line level rather than the journal header level.

As mentioned, it is not possible to use Payment Method Code as a filter on the header out of the box. Even with customization, it can work but it would not make much sense because each journal line can have a different Payment Method Code.

Regarding the Amount field, that is also not available as a filter out of the box, but it does not make much sense there either. General journal approvals typically require the journal to balance, meaning the total debits and credits must equal zero. So what amount would the workflow actually filter on? The net total, which is zero? The total debits? The total credits?

I assume this depends on the type of transactions you are planning to enter. But if you customize the workflow for those specific transaction types, there is still a risk. In the future, someone could enter a different type of transaction, and the journal might allow it to be posted because the approval workflow was only designed around those original scenarios.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 98,574 Super User 2026 Season 1 on at

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Valentin is right; this can only be done through the General Journal Line Approval Workflow.
Alternatively, you could consider customizing it, but that would be extremely complex.

More details: How to create a custom approval Workflow in D365 Business Central

Thanks.

ZHU

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OussamaSabbouh 11,908 Super User 2026 Season 1 on at

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Hello,

Not with standard workflow setup alone: if Payment Method Code is not exposed in the event conditions, and you also need a rule based on the sum of all journal lines in the batch, then this requires customization, the first part is exposing/adding a custom workflow condition field, and the second part is adding custom logic to calculate the batch total and only trigger approval when it meets the threshold.

Regards,
Oussama Sabbouh

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