Some businesses require that journals be approved by a user other than the person who entered the journal. Based on journal names, you can require manual approval, workflow approval, or no approval. Use this information to set up one or more workflow configurations for each journal type, and then select a configuration for each journal name and activate workflow for that journal. If workflow approval is set up for a journal, additional controls are displayed at the top of the form, including a yellow information bar and a button or an menu. For more information, see Submit a documentand Workflow actions.
Some buttons in the and forms are not available when a journal has been submitted for workflow journal approval. When the journal is approved, the options in the menu are available, and the other controls and fields in the form are not. If a user edits an approved journal, the workflow status is reset, the options in the menu are not available, and the other controls and fields are available. When the changes have been made, the journal must be resubmitted for approval.
You can use workflow approvals for the following journals and journal types in General ledger.
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Journal type |
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For an overview of Workflow in Microsoft Dynamics AX, see What is workflow?For information about setting up workflows and journal approvals, see Set up a workflowand Set up financial journal approvals.
Set up
workflow configurations
A workflow configuration is based on a workflow template. You can create multiple workflow configurations for each workflow template. Within each configuration, only the first approval node in the configuration will be used. For more information, see Set up a workflow.
The following workflow templates are available for General ledger. Each template corresponds to a journal type. You must create at least one workflow configuration for each journal type that you want to use workflow approvals for.
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Template |
Use this template to |
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Create approval workflows for daily journals. |
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Create approval workflows for fixed asset journals. |
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Create approval workflows for fixed asset budget journals. |
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Create approval workflows for allocation journals. |
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Create approval workflows for elimination journals. |
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Click > > .
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Click .
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Select a template and click .
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Set up configuration options for the template and close the form. For more information, see Configure a workflow.
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Select the configuration and click .
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Repeat steps 2 through 5 for the remaining General ledger workflow configurations.
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Set up journal approvals for specific journals using the form. For more information, see Set up financial journal approvals.
Calculated
fields and expressions
The following calculated fields and expressions are used with General ledger workflow journal approvals. For each configuration, you can set up conditions that include these calculated fields and expressions. For more information, see Workflow condition editor (form).
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Description |
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The total credit amount for the entire journal. |
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The total debit amount for the entire journal. |
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The highest credit voucher amount in the journal. |
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The highest debit voucher amount in the journal. |
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The lowest credit voucher amount in the journal. |
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The lowest debit voucher amount in the journal. |
