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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Periodic Journal workf...
Finance | Project Operations, Human Resources, ...
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Periodic Journal workflow type

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Posted on by DT-30042008-0 18
Which workflow type works with Periodic journal types?
 
  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 22,809 Most Valuable Professional on at
    Hi,
     
    There is no workflow for periodic journal, because periodic journal is a template and never posted, you can find the answer similar to this here. here- https://community.dynamics.com/forums/thread/details/?threadid=d1ba6325-5911-41cc-92af-bd2441b5b111
  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Periodic journals are used to post transactions that occur regularly during a specific period without the need for a separate source document. It is not directly related to workflow types. And workflow primarily involves automating tasks, approvals, and routing documents or transactions through a predefined sequence of steps. If you want to set up a workflow for this, you will need to consider customization.
    Best Regards,
    Hana

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