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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Budget workflow
Small and medium business | Business Central, N...
Suggested answer

Budget workflow

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Posted on by Romryan

Hi All,

Have any person developed workflow on GL budget?. If yes how did you put the approval status field since that page is not bound to any table?.

Any idea please?.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 86,057 Super User 2025 Season 1 on at
    RE: Budget workflow

    Hi, about how to implement New Workflow Events and Responses:

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-walkthrough-workflow-events-responses

    If your Workflow is not very complicated, you can just add an Approved field directly. Then add an Allow Approve GL budget field in User Setup. Only users whose field is True can approve. In addition, it is necessary to add some controls where GL budget is used, such as filtering out Approved as false, it depends on your needs.

    Of course, using Power Automate may also be a good way.

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 95 on at
    RE: Budget workflow

    It’s often one that we advise against given there are better budget tools on the market which can pass BC the data later. Biz view is one of those.

    Table 95 is the one you would use if developing it.

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