Payment Journal Workflow has greyed out the "Generate Payment" option

Finance and Operations/AX
1

Payment Journal Workflow has greyed out the “Generate Payment” Button on Vendor Payment Journal. Can someone please advise why the workflow can grey out the button? and how it can be operational again?

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2

are the methods of payment setup appropriately? can you send screenshots of the method of payment setup?

3

yes, this is the out of the box behaviour.

If a vendor payment journal has a workflow attached to it, only once the workflow is APPROVED, the [Generate Payment] button becomes enabled.

This follows the standard business flow:

  1. Accountant created a payment journal (intention to pay)
  2. The payment journal is approved by a manager
  3. Only than the accountant can make the payment (–> press the “General Payment” button which controls both printing checks and paying using ACH)
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