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Journal Entry Approval Framework

The document outlines the steps for setting up and managing the Approval Framework (AF) for journal approvals in a financial system. It includes navigation paths for configuring email approvals, defining user sources, and modifying notification templates. Additionally, it details the process for creating, submitting, and approving journals within the system.

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tmsani
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25 views14 pages

Journal Entry Approval Framework

The document outlines the steps for setting up and managing the Approval Framework (AF) for journal approvals in a financial system. It includes navigation paths for configuring email approvals, defining user sources, and modifying notification templates. Additionally, it details the process for creating, submitting, and approving journals within the system.

Uploaded by

tmsani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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From the

installation
options page
choose Journal
approval
Method ‘
Approval
Framework’

Navigation:
Setup
Financials/
Supply Chain >
Install >
Installation
options

Navigat
ion: Enterprise
Components,
Approvals,
Approvals,
Transaction
Registry,
Register
Transactions

Usage: Defines
the integration
between
General Ledger
and the
Approval
Framework
(AF) by process
ID and is
delivered with
system data.

Check the Use


Email
Approvals
check box
Navigation:
Enterprise
Components,
Approvals,
Approvals,
Transaction
Configuration,
Configure
Transactions

Usage: Defines
the details of
the integration
between
General
Ledger and the
Approval
Framework
(AF) by process
ID and is
delivered with
system data.

Choose Email
approval user
List
Navigation:

PeopleTools,
Workflow,
Notifications,
Generic
Templates,
Generic
Template
Definition

Usage: Define
or modify
approval
notification
templates that
are used in the
Approval
Framework
(AF)
(configurable
workflow)
process.

There are three


templates
Navigation:
Enterprise
Components,
Approvals,
Approvals,
User List
Setup, User
List Definition

Usage: Define
user sources for
use in the AF
approval
process (rules).

Setup Approval
Process

From the
details you can
specify the
supervisor
limits
You can check
the Self
Approval
Check box then
click on Self
Approval
Criteria to
specify the self
approving
limits
Enable Email
Approval

Activate
Service
operation

(PeopleTools,
Integration
Broker,
Integration
Setup, Service
Operations).
In the Handlers
tab change the
status to Active

In the Routings
tab check the
selected check
box then click
on the Activate
Selected
Routings button
In the Queue
Definition page
change the
status to Run

In the Business
nit Definition
page, In the
Approval
Options tab
change the
Journal
approval option
to Require
Approval
Create a
Journal then
edit

In the Approval
tab specify the
Approval
Action then
click Submit

The journal will


be Pending for
Approvers
Click on the
multiple
Approvers to
know who is
needed to
approve

There are two


approvers, any
one of them can
approve

Log in with the


supervisor user
id and click on
the worklist

Click on the
journal
approval link

In the approval
tab specify
“Approve” in
the Approval
Action and the
click submit
The Journal get
Appoved

Go to the lines
Tab and post
the journal

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