How to Setup Journal Approval?
How to Setup Journal Approval?
I am facing problem in Setting Up Journal Approval option in General Ledger Resposibility (New).
I have performed/Setup following step:
1. Enabled Journal Approval in set of books.
2. Defined journal sources that require journal approval
3. Set the two profile options, Journals:
>Allow Preparer Approval and Journals
>Find Approver Method
4. Entered all employees who are involved in preparing and approving journal entries.
5. Defined Journal authorization limits
After performed above mentioned steps, approver button has appeared
on Journal option, but it is not enabled. How the Approver button
will be enabled.
Let know if i am missing any steps, please guide me.
Thanks and Regards
Mashood
I have performed/Setup following step:
1. Enabled Journal Approval in set of books.
2. Defined journal sources that require journal approval
3. Set the two profile options, Journals:
>Allow Preparer Approval and Journals
>Find Approver Method
4. Entered all employees who are involved in preparing and approving journal entries.
5. Defined Journal authorization limits
After performed above mentioned steps, approver button has appeared
on Journal option, but it is not enabled. How the Approver button
will be enabled.
Let know if i am missing any steps, please guide me.
Thanks and Regards
Mashood
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- Posts: 66
- Joined: Fri Dec 15, 2006 4:59 pm
- Location: USA
Mashood i did it long time ago and i remember same sort of problem i was facing but resolved by enabling some WorkFlow approval process using workflow administrator responsibility. I dont exectly remember the process name i found in metalink. May be this can help u a bit otherwise seek advise from metalink.
Muzaffar Naim
Oracle Consultant
Muzaffar Naim
Oracle Consultant
[quote]Mashood i did it long time ago and i remember same sort of problem i was facing but resolved by enabling some WorkFlow approval process using workflow administrator responsibility. I dont exectly remember the process name i found in metalink. May be this can help u a bit otherwise seek advise from metalink.
Muzaffar Naim
Oracle Consultant
<i><div align="right">Originally posted by muzaffarnaim
Muzaffar Naim
Oracle Consultant
<i><div align="right">Originally posted by muzaffarnaim
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- Posts: 615
- Joined: Mon Sep 18, 2006 1:32 am
- Location: United Arab Emirates
- Contact:
Mr. Mashood,
1. Setup Oracle Worflow including the configuration of the GL Journal Approval
Process in Oracle Worflow Builder
(Reference: Oracle Workflow Guide, Setting Up Oracle Workflow)
2. Set the following two profile options accordingly:
- Journals: Allow Preparer Approval (specifies if preparers can approve
their own journal batches)
- Journals: Find Approver Method (specifies the default approval method
for the Journal Approval process)
3. Enable Journal Approval for the Set of Books (mark the Enable Journal
Approval
check box on the Set of Books window)
4. Specify journal sources that require journal approval by selecting the
Require
Journal Approval check box for each journal source that should be subject to
approval
5. Create an approval hierarchy:
- If using a shared install of Oracle Human Resources, use the Enter
Person form of GL to enter all employees who are involved and
preparing and approving journal entries and batches
- If using a full install of Oracle Human Resources, enter employees in
the People window from the Human Resources Responsibility (required)
- When entering employee, enter the employee's supervisor or manager name
(this is the default next approver for journal entries and batches)
6. Define authorization limits from the Journal Limits window
Source Oracle Web
1. Setup Oracle Worflow including the configuration of the GL Journal Approval
Process in Oracle Worflow Builder
(Reference: Oracle Workflow Guide, Setting Up Oracle Workflow)
2. Set the following two profile options accordingly:
- Journals: Allow Preparer Approval (specifies if preparers can approve
their own journal batches)
- Journals: Find Approver Method (specifies the default approval method
for the Journal Approval process)
3. Enable Journal Approval for the Set of Books (mark the Enable Journal
Approval
check box on the Set of Books window)
4. Specify journal sources that require journal approval by selecting the
Require
Journal Approval check box for each journal source that should be subject to
approval
5. Create an approval hierarchy:
- If using a shared install of Oracle Human Resources, use the Enter
Person form of GL to enter all employees who are involved and
preparing and approving journal entries and batches
- If using a full install of Oracle Human Resources, enter employees in
the People window from the Human Resources Responsibility (required)
- When entering employee, enter the employee's supervisor or manager name
(this is the default next approver for journal entries and batches)
6. Define authorization limits from the Journal Limits window
Source Oracle Web
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