- The workflow in the general ledger is crucial for authorizing journal postings before final approval.
- Approver group and workflow are two methods to set up journal approvers in Dynamics 365 Finance.
- For an approver group, the configuration involves selecting the user group that will approve in the journal entries settings.
- With an approver group, when approval is requested, the journal freezes and no notifications are sent to the approver.
- The workflow method involves creating a new ledger daily journal workflow in the general ledger settings.
- The workflow allows for components like approve daily journal, conditional decision, manual decision, parallel activity, and sub-workflow.
- In the workflow process, the journal is submitted for approval from the header journal, and the system assigns the approval decision to the appropriate user.
- Once approved, the journal is ready to be posted in Dynamics 365 Finance.
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