RE: W/F for Memorized JE ?

Can a workflow be applied onto a memorized journal entry to automatically approve itself when system creates it ?

ns5 Rookie Asked on February 3, 2020 in SuiteFlow.
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1 Answers

Yes. You can create a workflow to approve the journal entry when it is created by System.

  1. Create a saved search on Journal Entry record to find all the transaction created by System.
  2. Write a workflow on JE to approve the journal entry [Set the approval status to Approved].
  3. Add the saved search to saved search condition under condition field group.

 

Beginner Answered on February 3, 2020.

Thanks for the answer but am sure “Memorized journal entry” is not same  as regular “Journal entry” which is a transaction record.

This is the url address for a journal “/app/accounting/transactions/journal”

This is the url address for memorized “/app/accounting/otherlists/memdoc”

Any idea how to find out the right record type for a work flow?

on February 7, 2020.
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