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Invoice Workflow for Invoice Journal

Dynamics 365 F&O/AX

Invoice Workflow for Invoice Journal

Posted by Richard Malouin on April 26, 2023 at 8:45 am

Hello all,

Does someone know if it’s possible to built AP Approval Workflow based on amount in D365FO when we use “Invoice journal”?

Thanks

Richard

Richard Malouin replied 1 year, 3 months ago 2 Members · 2 Replies
2 Replies

Jonathan Anderson

Member
April 26, 2023 at 8:54 am

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Yes, you can. You have to create a Vendor invoice journal workflow in the AP Workflows menu and in that workflow on the approval step you’d set an automatic action for approve based upon the total journal Debit/Credit amount. If over that limit then it would require approval, otherwise it would auto approve. You’d then link that to the journal name in the Journal names form.
- Richard Malouin
  
  Member
  April 26, 2023 at 9:01 am
  
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  Hello Jonathan,
  
  Thanks for your reply.
  
  And if we don’t want an “auto approval”, is it also possible?
  
  HEre is our scenario
  
  Amount less than 100K$, need one AP approver
  
  Amount between 100K$ and 500K$, need 2 AP approvers
  
  Amount over 500K$, need 1 AP approver, and 2 Senior management approvers
  
  Do you think we can get it with WF?
  
  Thanks
  
  Richard

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