GL Budget

G/L Budget Approval Workflow

• Navigate to Workflow Templates.

• Select G/L Budget Approval Workflow.

• Click on New.

• Click on New Workflow from Template.

• Capture desired conditions such as who the approver should be under Approval User Setup, the “Approve G/L Budgets” field should be ticked for the specified approver.

Test Instructions

• Navigate to G/L Budgets Open the G/L Budgets page in Business Central.

• Create a New Budget Click on New to create a budget.

• Provide the necessary details for the budget.

• Provide the necessary details for the budget.

• Click on Edit Budget to open the budget for editing.

• Enter the required values in the budget lines.

• Attempt to Release the Budget.

• Click Release without sending for approval.

• Verify the system displays the message:

  “This document can only be released when the approval process is complete.”

• Send for Approval.

• Click on Send Approval Request to initiate the approval process.

• Confirm that the Status changes to Pending Approval.

• Approver notification:

  Verify that the approver receives a notification about the approval request.

• Approval process:

  Simulate or allow the approver to approve the request.

• Confirm release:

  Ensure the Status of the budget changes to Released after approval is granted.