Advanced Approvals added new workflow templates to allow approval for Item Journal Lines and Item Journal Batches.
Item Journal Approval Workflow
To start using Inventory-based approvals:
- Create a new Item Journal Line Approval workflow from the template.
- Enable the workflow.
- Fill out the Item Journal Line with necessary details.
- In the Actions tab, use the Request Approval action for sending an approval request for the Selected Journal Line(s).
Only one of the Item Journal Line or Batch Approval Workflows can be enabled at any one time, not both.
Managing approval requests from journal pages
New approval actions have been added, allowing you to manage approval request directly from the following journal pages:
- Item Journals
- Item Item Reclassification Journals
- Physical Inventory Journals
- Item Revaluation Journals
| Action | Description |
|---|---|
| Approvals | View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved. |
| Send Approval Request | Send all journal lines for approval, also those that you may not see because of filters. This action is enabled to the requester only. |
| Selected Journal Lines | Send selected journal lines for approval. This action is enabled to the requester only. |
| Cancel Journal Batch | Cancel sending all journal lines for approval, also those that you may not see because of filters. |
| Cancel Selected Journal Lines | Cancel sending selected journal lines for approval. This action is enabled to the requester only. |
| Approve | Approve the requested changes. This action is visible to the approver only. |
| Reject | Reject the approval request. This action is visible to the approver only. |
| Delegate | Delegate the approval to a substitute approver. This action is visible to the approver only. |
| Comments | View or add comments for the record. This action is visible to the approver only. |