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.

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).