General journal: manual approval

This article desribes how to setup and how to use a general journal with manual approval in Dynamics AX 2012.

1/ Prerequisite: Setup

Access: General Ledger > Setup > Journals > Journal name

  • Select Approval / Active
  • In the field “Approve”, select the user group in charge of the approval.

JournalApprovalGL001

2/ User A: create a journal

Access : General Ledger > Journals > General Journal

  • Create a new journal.
  • Click on Line and update data as a regular journal.
  • The button “Post” is not available.
  • Click on Approval > Report as ready.

JournalApprovalGL002

3/ User B: approve the journal

  • Open the journal.
  • Click on Approval > Approve or Reject

JournalApprovalGL003

4/ Post the journal

  • The journal can now be posted.
  • Click on Post > Post (from the journal voucher secreen or from the general journal screen).

JournalApprovalGL004

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