D365 Finance & Operations and Dynamics AX Forum

Hii!

I want to create 2 workflows in D365 that set up a simple approval process for: 

1. Creating a new General Ledger code
2. Changing Existing General Ledger code
   1. The submitter will be able to Change the name on a GL account
   2. Change the "rollup" on an account
   3. Suspend Account

Do you think I can use any of the out-of-the-box workflow templates in the GL module? Those are:

1. Ledger eliminations journal workflow
2. ledger daily journal workflow
3. ledger allocations journal workflow
4. advanced ledger entry workflow

Thank you so much for your help!!

#Functional #Technical #DeploymentandImplementation #FinanceandOperations #Finance #Workflow
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I do not think there is such a workflow out of the box.

Can you elaborate what is the business scenario here?
Typically it is very rare that a company creates a new general ledger account (which is what I assume you mean).
Workflow typically is needed only for something that happens fairly frequently

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Zvika Rimalt
Functional Consultant
Vancouver BC
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Original Message:
Sent: Sep 21, 2020 09:41 AM
From: Aybike Turk
Subject: Workflow for Creating a new GL code

Hii!

I want to create 2 workflows in D365 that set up a simple approval process for:

1. Creating a new General Ledger code
2. Changing Existing General Ledger code
   1. The submitter will be able to Change the name on a GL account
   2. Change the "rollup" on an account
   3. Suspend Account

Do you think I can use any of the out-of-the-box workflow templates in the GL module? Those are:

1. Ledger eliminations journal workflow
2. ledger daily journal workflow
3. ledger allocations journal workflow
4. advanced ledger entry workflow

Thank you so much for your help!!

#Functional #Technical #DeploymentandImplementation #FinanceandOperations #Finance #Workflow
​​​​​​​​

Ledger workflows are looking for ledger entries so you won't be able to use one of those.

I would suggest you look at a case workflow, you may be able to achieve what you're looking to do using a case process

You can find these under Org Admin

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Brad Bertchie
Senior Consultant
Western Computer
Oxnard CA
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Original Message:
Sent: Sep 21, 2020 09:41 AM
From: Aybike Turk
Subject: Workflow for Creating a new GL code

Hii!

I want to create 2 workflows in D365 that set up a simple approval process for:

1. Creating a new General Ledger code
2. Changing Existing General Ledger code
   1. The submitter will be able to Change the name on a GL account
   2. Change the "rollup" on an account
   3. Suspend Account

Do you think I can use any of the out-of-the-box workflow templates in the GL module? Those are:

1. Ledger eliminations journal workflow
2. ledger daily journal workflow
3. ledger allocations journal workflow
4. advanced ledger entry workflow

Thank you so much for your help!!

#Functional #Technical #DeploymentandImplementation #FinanceandOperations #Finance #Workflow
​​​​​​​​