Learn how to set up an automated approval workflow for general journal batches in Microsoft Dynamics 365 Business Central. Boost your MB-800 certification preparation with this expert guide to streamline your finance team’s approval process!
Table of Contents
Question
Your finance team needs to ensure that journal entries are reviewed and approved before posting. They want to leverage Microsoft Dynamics 365 Business Central workflows to automate this process.
You need to set up a workflow that creates an approval request when a general journal batch is released.
What should you do?
A. Create a workflow with the ‘When Event’ field set to ‘A general journal batch is released’ and the ‘Then Response’ field set to ‘Create an approval request for the record using approver type Workflow User Group’.
B. Modify the general journal template to require manual approval from the finance manager before any batch can be released.
C. Implement a custom extension to intercept the release of general journal batches and prompt for approval.
D. Schedule a recurring report to identify released general journal batches that have not been approved.
Answer
A. Create a workflow with the ‘When Event’ field set to ‘A general journal batch is released’ and the ‘Then Response’ field set to ‘Create an approval request for the record using approver type Workflow User Group’.
Explanation
Option A is correct because it describes the steps to set up a workflow that triggers an approval request when a general journal batch is released, which aligns with the finance team’s requirements. Option B is incorrect because modifying the journal template for manual approval does not automate the process. Option C is incorrect as implementing a custom extension is not necessary when the workflow functionality can handle the requirement. Option D is incorrect because scheduling a report does not automate the approval process and requires additional manual intervention.
Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Business Central Functional Consultant MB-800 exam and earn Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification.