D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Workflow for Creating a new GL code

    Posted Sep 21, 2020 09:41 AM
    Edited by Aybike Turk Sep 21, 2020 09:43 AM

    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

  • 2.  RE: Workflow for Creating a new GL code

    Posted Sep 22, 2020 01:09 AM
    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

    Zvika Rimalt
    Functional Consultant
    Vancouver BC

  • 3.  RE: Workflow for Creating a new GL code

    Posted Sep 22, 2020 09:53 AM
    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

    Brad Bertchie
    Senior Consultant
    Western Computer
    Oxnard CA

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