GL Preparer Approval Process
The GL Preparer Approval Process determines whether the preparer is authorized to approve his/her own journal batch. If so, the batch is approved, the approver name is set, and notifications are sent.
The process has a result type of GL Preparer Approval Process Result that gives one of two results:
- Approved: The journal batch was approved by the preparer.
- Not Approved: The journal batch cannot be approved by the preparer.
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 Preparer Authorized to Approve (Node 2)
This function activity determines whether the preparer is authorized to approve his/her own journal batch. If the preparer can approve, the procedure returns a value of 'Yes'. If the preparer cannot approve, the procedure returns a value of 'No'.
| Function
| GL_WF_JE_APPROVAL_PKG.
CAN_PREPARER_APPROVE
|
| Result Type
| Yes/No
|
Customizable: Is Preparer Authorized to Approve (Node 3)
With this function activity you can customize the process of determining whether a preparer can approve his/her own journal batch. If the preparer can approve, the procedure returns a value of 'Yes'. If the preparer cannot approve, the procedure returns a value of 'No'.
| Function
| GL_WF_CUSTOMIZATION_PKG.
CAN_PREPARER_APPROVE
|
| Result Type
| Yes/No
|
Approve Journal Batch (Node 4)
This function activity updates the journal batch's approval status to Approved.
| Function
| GL_WF_JE_APPROVAL_PKG.APPROVE_JE
|
| Result Type
| None
|
Set Approver Name (Node 5)
This function activity sets the journal batch's approver name.
| Function
| GL_WF_JE_APPROVAL_PKG.
SET_APPROVER_NAME
|
| Result Type
| None
|
Notify Preparer of Journal Batch Approval (Node 6)
This activity notifies the preparer that the journal batch has been approved. The message includes 'Send' or 'Respond' attributes that display the batch name, approver's name, monitor URL, enter journals window, and approver's comment.
| Message
| Notify Preparer of Approval
|
| 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 Preparer Approval process activity has a result type of GL Preparer Approval Process Result, each End activity node must have a process result matching one of the lookup codes in the GL Preparer Approval Process Result lookup type.
| Function
| WF_STANDARD.NOOP
|
| Result Type
| None
|
See Also
Journal Approval Overview
GL Initialization & Validation Process
GL Approval Process
