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Purchase Journal - Add the ability to Send for Approval

Nancy Schafer on 8/3/2020 7:59:41 PM
If you turn on Batch Approval for General Journals you cannot use Purchase Journals as the Action-->Request Approval-->Submit for Approval is not available.

This should be added so users can process transactions via the Purchase Journal -

I would also make sure the Sales journal has this functionality.
Category: Purchasing
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

Comments

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RE: Purchase Journal - Add the ability to Send for Approval

Andrew Hazen on 2/16/2022 9:41:34 PM

All the journals are the same Table 81 Gen Journal Lines, so the existing Workflow should work for all of them - just need the Request Approval action added to the other pages.

Category: Purchasing

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RE: Purchase Journal - Add the ability to Send for Approval

Heather Roggeveen on 2/11/2021 12:34:39 AM

Just discovered this now that while the Purchase / Sales / FA / Recurring etc journals all come under the subset of "General Journals" (set up as General Journal Templates), they don't all have the same ability to have approvals or workflows activated from them. That is crazy - they should all work the same. And then you turn on the out of the box General Journal approvals and the journals fail because they are not approved. So either add the functionality to all of them or adjust the out of the box Workflow to only look at General Journals.

Category: Purchasing

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RE: Purchase Journal - Add the ability to Send for Approval

Dana Rethoret on 2/9/2021 8:34:07 PM

I have created workflows for General Journal Line Approvals and because we use the same g/l lines/bank/customer in sales journals it is forcing us to send for approval but it is impossible. It renders the whole sales and purchases module completely useless. Please fix this!

Category: Purchasing