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Prerequisites
Before you use Journal Approval, you or your system administrator
must:
❑ Set up Oracle Workflow. See: Setting Up Oracle Workflow, Oracle
Workflow Guide
❑ Set the two profile options Journals: Allow Preparer Approval and
Journals: Find Approver Method. See: Setting General Ledger
Profile Options, Oracle General Ledger User’s Guide
❑ Configure the GL Journal Approval Process in Oracle Workflow
Builder. Specifically, you must set the performer for the Notify
System Administrator – No Approver and Notify System
Administrator – No Approver Manager activities. Also, you can
change the default settings for Request Approval From Approver
timout and the Reached Manager Notification Resend Limit. See:
Journal Approval Overview: page 13.
See Also
Prerequisites
❑ Select your employee number generation method in the Financial
Options window.
Prerequisites
❑ Set up any address types you want to use (such as home or office)
as QuickCodes for the QuickCode Type ADDRESS_TYPE.
To enter an address:
1. Select a national address style.
A window opens with the address format for the country you
select.
2. Enter your address information in this window and choose OK.
This returns you to the Address window.
To cancel a termination:
1. Query the employee in the Enter Person window.
2. Clear the termination date in the second of the Employment Dates
fields, and save.
To rehire an ex–employee:
1. Query the ex–employee in the Enter Person window.
See Also
See Also
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
Result Type None
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
Result Type None
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
Result Type None
GL Approval Process
The GL Approval Process finds an appropriate approver, seeks journal
batch approval, and sends notifications of approval or rejection.
To determine the appropriate approver, this process will compare each
potential approver’s authorization limit to the largest net journal line
amount in the entire batch. In determining the largest net journal line
amount, the process looks at absolute values. For example, assume the
journal batch includes the following three journals:
Journal #1 (Misc Cash Receipt)
10 Cash................ 10,000
20 Misc. Revenue 10,000
The largest net absolute amount is $40,000, the net of the intercompany
payables amounts. $40,000 is the amount that will be compared to each
potential approver’s authorization limit.
The process has a result type of Approval that gives one of two results:
• Approved: The journal batch was approved by all necessary
approvers.
• Rejected: The journal batch was rejected by an approver.
The process consists of 14 unique activities, some of which are reused,
to comprise the 15 activity nodes that appear in the workflow diagram:
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
Result Type None
Note: The default timeout for this activity is 7 days. You can
customize this value to meet your organization’s specific needs.
Use Oracle Workflow Builder to open to activity’s property
sheet, then select the Details tab. Enter the Timeout value in
days, hours, and minutes.
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
Result Type None
Start (Node 1)
This is a Standard function activity that simply marks the start of the
process.
Function WF_STANDARD.NOOP
See Also