Approval Workflow for counting journal

Finance and Operations/AX User Forum
1

Hi all,

Is there a way to have or setup " an Approval workflow for counting journal" ? This approval will be based on amounts $.

If Yes , where can I found it? If No, if someone can briefly explain how we can set it up.

Thanks

2

There is no default workflow for counting journal. You need to design a custom workflow (to be customized).

Here is the list of available workflow types http://technet.microsoft.com/en-us/library/dd362043.aspx

3

Hi, do you know how to setup a workflow from scratch ? is there any sort of doc for that? Thanks

4

http://technet.microsoft.com/en-us/library/gg751350.aspx

5

I am not a great believer in workflow in this area. Primarily because it fails the business. I would prefer an alert on the posting of the counting journal and finance to review. Ultimately if you do a count and it is not there and you have lost investment you still have to post it. As part of the process I would expect the counter to review the cost impact because they know if they post a high one they will be asked why, and the cost is usually the prompt for a re-count/check.

6

Hi Adam,

You have a good idea here and it may be an option. Please can you elaborate on how we can setup the system to approve counting journals with discrepancies based on $ amounts.

Thanks

7

That is exactly the opposite of what I said so nothing to elaborate upon. [:D]

8

[:)]