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.
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.
3/ User B: approve the journal
- Open the journal.
- Click on Approval > Approve or Reject
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).