Follow the below steps to enable Journal Approval Workflow on Oracle 11i
1. Journal Approval Overview
The GL Journal Approval Process obtains the necessary management approvals for manual journal batches. The process validates the journal batch, determines if approval is required, submits the batch to approvers (if required), then notifies appropriate individuals of the approval results.
The process has a result type of GL Journal Approval Process Result that gives one of four results:
• Approval Not Required: The journal batch does not need approval.
• Approved: The journal batch was approved by all necessary approvers. In some cases, this may be the preparer.
• Rejected: The journal batch was rejected by an approver.
• Validation Failed: The journal batch failed the validation process and was never submitted to the approver.
2. Setups Required to Enable Journal Approval
2.1 Prerequisites:
1/ Setup Oracle Workflow including the configuration of the GL Journal Approval (Required)
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) (Optional)
2.2 Setups Required:
Following setups are required to enable journal approval workflow.
1/ Enable Journal Approval for the Set of Books (mark the Enable Journal Approval check box on the Set of Books window)
2/ 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
3/. 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)
4/. Define authorization limits from the Journal Limits window
References:-
Oracle Documentation
1. Journal Approval Overview
The GL Journal Approval Process obtains the necessary management approvals for manual journal batches. The process validates the journal batch, determines if approval is required, submits the batch to approvers (if required), then notifies appropriate individuals of the approval results.
The process has a result type of GL Journal Approval Process Result that gives one of four results:
• Approval Not Required: The journal batch does not need approval.
• Approved: The journal batch was approved by all necessary approvers. In some cases, this may be the preparer.
• Rejected: The journal batch was rejected by an approver.
• Validation Failed: The journal batch failed the validation process and was never submitted to the approver.
2. Setups Required to Enable Journal Approval
2.1 Prerequisites:
1/ Setup Oracle Workflow including the configuration of the GL Journal Approval (Required)
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) (Optional)
2.2 Setups Required:
Following setups are required to enable journal approval workflow.
1/ Enable Journal Approval for the Set of Books (mark the Enable Journal Approval check box on the Set of Books window)
2/ 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
3/. 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)
4/. Define authorization limits from the Journal Limits window
References:-
Oracle Documentation
1 comment:
Can you please explain how to add new fields in gl journal approval workflow
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