Journal Approval Set Up's
Posted: Mon May 14, 2007 2:26 pm
<font face="Verdana">1. Setup Oracle Worflow including the configuration of the GL Journal Approval
2. Set the following two profile options accordingly:
- Journals: Allow Preparer Approval Journals:
<b>Allow Preparer Approval</b>
Yes: Preparers are allowed to approve journal batches that fall within their authorization limit.
No: Preparers cannot approve their own journal batches.The default value for this profile option is No
---<b> Find Approver Method</b> ----
Go Up Management Chain
Go Direct
One Stop Then Go Direct
The default value for this profile option is Go Up Management Chain
3. Enable Journal Approval for the Set of Books
4. Specify journal sources that require journal approval
On the Journal Sources window, mark the Require Journal Approval check box for each journal source that should be subject to approval.
When a journal entry or batch is created using one of these journal sources, the journal must be approved before it can be posted
5. Create an approval hierarchy:
6. Define authorization limits from the Journal Limits window
Navigate to the Journal Authorization Limits window
Enter the Employee name, or select it from the list of values.
Enter the amount of the employee's Authorization Limit.
Repeat the previous two steps for each employee for whom you want to define authorization limits.
Submitting the Journal Approval Button
From either the Enter Journals, Batch, or Journals window, choose the More Actions button. Choose the Approve Batch button.
After you submit your journal batch for approval, you should receive a message indicating the result of your request. The
message will inform you that your journal batch:
a) Was self?approved, if you are authorized to approve your own journal batches, or
b) Has been sent to an approver, or
c) Was invalid.
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2. Set the following two profile options accordingly:
- Journals: Allow Preparer Approval Journals:
<b>Allow Preparer Approval</b>
Yes: Preparers are allowed to approve journal batches that fall within their authorization limit.
No: Preparers cannot approve their own journal batches.The default value for this profile option is No
---<b> Find Approver Method</b> ----
Go Up Management Chain
Go Direct
One Stop Then Go Direct
The default value for this profile option is Go Up Management Chain
3. Enable Journal Approval for the Set of Books
4. Specify journal sources that require journal approval
On the Journal Sources window, mark the Require Journal Approval check box for each journal source that should be subject to approval.
When a journal entry or batch is created using one of these journal sources, the journal must be approved before it can be posted
5. Create an approval hierarchy:
6. Define authorization limits from the Journal Limits window
Navigate to the Journal Authorization Limits window
Enter the Employee name, or select it from the list of values.
Enter the amount of the employee's Authorization Limit.
Repeat the previous two steps for each employee for whom you want to define authorization limits.
Submitting the Journal Approval Button
From either the Enter Journals, Batch, or Journals window, choose the More Actions button. Choose the Approve Batch button.
After you submit your journal batch for approval, you should receive a message indicating the result of your request. The
message will inform you that your journal batch:
a) Was self?approved, if you are authorized to approve your own journal batches, or
b) Has been sent to an approver, or
c) Was invalid.
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