[Hardik Gupta]

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Hi Rod,

Yes, there are built-in options:

1. Posting Validation Rules – Set quantity/amount limits at the inventory or GL account level to block transactions exceeding thresholds.

2. Workflow Approvals – Configure approval workflows for adjustments above a certain value.

3. GL Account Posting Restrictions – Restrict posting based on transaction amounts.

Check your Inventory Management setup and Posting Validation Rules first—they likely have what you need.

Hope this helps!

[Rod Helmick]

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Good Morning Hardik,

I did go into the Workflow process but I did not see the quantity nor amount field visible for selection. I was looking in the workflows that are in Inventory Management.

Rod

[Hardik Gupta]

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Good morning, Rod

Let me be clearer about what actually works:

Definitely works:

• Workflow Approvals – Exist in D365 F&O, but the condition builder may not expose quantity/amount fields for inventory adjustments
• Posting Validation Rules – Real feature, but uncertain how seamless it is for this specific scenario
• Custom Code Extensions – Always reliable and gives full control

Since you’ve done something similar for a customer, did you find workflow conditions worked for threshold checking, or did you need to go the custom code route?

That would help determine if native features are practical here or if custom development is the better solution.

What was your approach?

[Rod Helmick]

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Thanks for the clarification. I’ve really dug deep into this and it really does not appear that I can get something out of the box to handle this check from the Inventory Adjustment journal. I was thinking the same thing about workflow process customization to expose those fields I need so i can have it check those before the workflow kicks off. Thanks for your perspective on this.

[Hardik Gupta]

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Hi Rod,

Glad we could help clarify the situation! You’re right, custom workflow customization seems to be the practical approach here.

Since exposing those quantity/amount fields in the workflow condition builder requires some customization work, we’d be happy to help if you need it.

We have solid expertise in D365 F&O customizations, and this kind of workflow extension is definitely something we’ve done before. We can help you:

• Expose the fields you need in the workflow conditions
• Build the threshold logic to validate before approval kicks off
• Test and deploy the solution safely

If you do decide to move forward, we’ve got an experienced team across time zones who can work efficiently on the implementation, no pressure at all, just know we’re here if you need a hand.

Feel free to reach out whenever, even just to discuss further or bounce ideas around.

Looking forward to hearing from you!