General Ledger Workflows

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Posted on by Deb_Cee

We are trying to create a workflow that triggers an approval only if the total impact of the journal to the P&L is greater than 50k.

I have tried different ways to get this working however i dont think any of the conditions fit the criteria required.

Has anyone tried this before and had luck in getting this to work or have any suggestions on how to structure the condition?

Thanks

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Dynamics 365 Finance

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Subra 1,938 Super User 2026 Season 2 on at

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Hi @Deb_Cee

Could you please let us know whether you want to enable or disable the workflow only for the particular record when the above condition matches or you want to enable the workflow for all the records and approval only for above conditions.

Thanks,
Subra

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Deb_Cee 41 on at

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Hi @Subra

I want to enable the workflow for all the records and approval only for above conditions.

Thanks

Dee

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Subra 1,938 Super User 2026 Season 2 on at

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Hi

You can do the configuration in the workflow editor based on your condition either you can do automatic approval or Manual approval and let me know if you have any issues with that.

Additionally, if you enabled the workflow for all the records it's should be approved by users otherwise you can't do the posting. since th workflow has been enabled for the particular record.

Maybe you can enabled the workflow alone only for the specific condition based on your condition.

Thanks,
Subra

If this helped, please mark it as "Verified" for others facing the same issue

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Syed Haris Shah 1,815 Super User 2026 Season 2 on at

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Hi @Deb_Cee,

As per my understanding, you want to trigger workflow approval when the total value of all P&L account lines in a journal batch exceeds $50K.

This is not possible out of the box, as standard workflow conditions cannot evaluate the aggregated total of multiple P&L lines within a journal batch.

The only possible scenario would be if the business follows a strict SOP where each journal has a single P&L line (e.g., Dr. B/S $50K, Cr. P&L $50K), but this is not practical due to different accounting scenarios.

If multiple P&L lines are used (e.g., Dr. B/S $50K and Cr. P&L $10K + Cr. P&L $40K), the system would need customization to calculate the total and trigger approval.

Regards,

Syed Haris Shah

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