Invoice Workflow for Invoice Journal

  • 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”?



    Richard Malouin replied 5 months ago 2 Members · 2 Replies
  • 2 Replies
  • Jonathan Anderson

    April 26, 2023 at 8:54 am

    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

      April 26, 2023 at 9:01 am

      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?



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