GL Request Approval Process (Oracle General Ledger Users' Guide)


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GL Request Approval Process

The GL Request Approval Process seeks journal batch approval from the selected approver.

The process has a result type of Approval that gives one of two results:

Approved: The journal batch was approved by the approver.

Rejected: The journal batch was rejected by the approver.

The process consists of 7 unique activities, some of which are reused, to comprise the 8 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

Is This the First Approver (Node 2)

This function activity determines if the selected approver is the first approver, based on the approver method, to whom the journal batch has been sent for approval. If so, the procedure returns a value of 'Yes'. If not, the procedure returns a value of 'No'.

Function GL_WF_JE_APPROVAL_PKG.FIRST_APPROVER

Result Type Yes/No

Is Approver the Direct Manager (Node 3)

This function activity determines if the first approver is also the preparer's direct manager. If so, the procedure returns a value of 'Yes'. If not, the procedure returns a value of 'No'.

Function GL_WF_JE_APPROVAL_PKG. MGR_EQUALTO_APRV

Result Type Yes/No

CC Direct Manager (Node 4)

This activity notifies the preparer's direct manager when he/she is not the first approver for the journal batch. The message includes 'Send' or 'Respond' attributes that display the batch name, total batch amount, functional currency, preparer's name, approver's name, and monitor URL.

Message CC Direct Manager

Result Type None

Request Approval From Approver (Node 5)

This activity notifies the selected approver that his/her approval is requested. The message includes 'Send' or 'Respond' attributes that display the batch name, total batch amount, functional currency, preparer's name, monitor URL, and preparer's comment.

Message Request Approval from Approver

Result Type Approval

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.

GL No Approver Response Process (Node 6)

This activity is a subprocess that provides handling options and actions to take when the approving manager has not responded to a journal batch approval request. To view the subprocess, choose GL No Approver Response Process under the Processes branch of the Workflow Builder navigator tree. See: GL No Approver Response Process.

Result Type None

End (Nodes 7 through 8)

This function activity marks the end of the process. Although the activity itself does not have a result type, each node of this activity in the process must have a process result assigned to it. The process result is assigned in the property page of the activity node. Since the GL Request Approval process activity has a result type of Approval, each End activity node must have a process result matching one of the lookup codes in the Approval lookup type.