Bulk Approval of Journal Entries by workflows

Bulk approval of journal entries if Approval Routing preference for Journal Entries is true and no workflows created.

To resolve the issue:

A. Create a Workflow for Journal Entries.

1. Go to Customization > Workflow > Workflows.
2. Click New Workflow button.
3. Click From Template.
4. Click Select button on Journal Entry Basic Approval.
5. On the Workflow pane on the right, click pencil icon to edit the workflow.
6. On Basic Information section, set Release Status field to Released.
7. On Event Definition section, mark on View or Update checkbox.
8. Click Save.
9. On Workspace pane, click Approved state then click the pencil icon on the right.
10. Under Actions tab, click New Action button.
11. Select Set Field Value.
12. On Parameters section, set as follows then click Save.
    • Field = Approval Status
    • Static Value = True
    • Selection = Approved
13. Click Save.
14. Click Done Editing button.

Now the user has a Workflow, the user needs all Journal Transactions that have a pending approval status to get updated for the Workflow to trigger on these transactions.

To resolved this we needed to create a TransactionSavedSearch:

1. Go to List > Search > Saved Searches > New.
2. Click Transaction.
3. On Criteria tab, select Type = Journal and Status = Pending Approval.
4. On Results tab, Click Remove all then add Internal ID.
5. Click Save & Run.
6. On Search result click the Excel Icon to Export the results.
7. Save the file.
8. Import the file.
   • Navigate to Setup > Import/Export > Import CSV Records
   • Under Scan & Upload CSV File, set Import Type = Transaction and Record Type = Journal Entry.
   • Select the file
   • Click Next
   • Under Import Options, select Update then click Next.
   • Under Field Mapping, map as Internal ID = Internal ID then click Next.
   • Save mapping & start import by clicking Run.

After importing the update, all these Journal Entries on the Approve Journal Entries will be available and be able to approve by Bulk.