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Finance | Project Operations, Human Resources, ...
Suggested Answer

Is there a way to auto post budget register entries once they are approved?

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Is there a way to auto post budget register entries once they are approved? If anyone knows then it will be of great help.

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  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,516 Most Valuable Professional on at

    Can you please check the link below

    Budget register entry workflow

    Create review and approval workflows for budget register entries.

    This workflow type contains standard workflow elements and elements you can use for budget register entry workflows:

    Approve budget register entry – Create an approval element for budget register entries.

    Update budget balances budget register – Create an automated task to update budget balances.

    Flow controls – Create standard workflow elements to branch decisions and activities.

    Budget account entry workflow – Include a Budget account entry workflow type.

    Review budget register entry – Create a task for a user to review the accuracy of a budget register entry.

    learn.microsoft.com/.../set-up-budgeting-workflows

    Might be the same as D365 FO.

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