16

When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.


We've had several instances where an unbalanced or flawed journal has been submitted and approved only to fail when it is posted.  There is also a know bug that will double book a journal.  We've had this happen twice and it seems to be related to workflow items.  Validation prior to submittal would potential reduce this risk.

Category: Workflow
STATUS DETAILS
Needs Votes

Comments

M

This really needs attention as the workflows are not fit for purpose without, Microsoft please look into. We are now having to pay for Dev in order to use this in our organisation.

Category: Workflow

M

In addition, it would be very beneficial to perform validation for all journals before submitting them to Workflow or clicking "Report as ready" using simple journal approval.

Category: Workflow

M

This principal also applies to Free Text Invoices and Pending Invoices. Any workflow that has the ability to impact a Ledger Account should have validation prior to submitting in the same manor as Purchase Order Workflows and Expense Workflows

Category: Workflow