Dynamics 365 F&O/AX
Dynamics FO / AX
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GL Journal Restrictions – Workflows
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GL Journal Restrictions – Workflows
Currently we have workflows that are turned on for Invoice Matching, GL Journals, Movement, Adjustments and Transfer journals and would like to only restrict GL journals from allowing the same person who enters it, being the same person to Approve their own. I know there is an option to prevent this but unfortunately it is global and impacts all workflow processes. I only want to prevent this on the GL journals only. Any thoughts on how this can be accomplished without impacting the other workflow processes?
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3 Replies
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They only way I know To prevent the same person from entering and approving a GL journal in D365FO without impacting other workflows, we can consider creating a custom workflow condition. This condition would be specific to the GL Journal workflow and would check if the user initiating the workflow is the same as the one assigned for approval. If they are the same, we can automatically route the workflow to a different approver, ensuring separation of duties. However, please keep in mind that i this solution will require development resources this is not out of the box it will take an extension
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