This chapter contains these topics:
Section 23.3, "Batch Log Workbench - Fast Path Sec Mnt (P00BLOG),"
Section 23.5, "Approvals Management Transaction Report (P00A114),"
Section 23.6, "Approvals Management Transaction Report (P00A115),"
Section 23.7, "Purchase Order Approval Conversion (P00A43CNV),"
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Transaction Type (Optional) | |
| 2. Transaction Status (Optional) | |
| 3. Enter '1' to default the Transaction Originator from the User Profile.
If left blank, there will be no default value for Transaction Originator. |
|
| DISPLAY OPTIONS: | |
| 4. Enter '1' to sort transactions in descending order by date and time last updated (the most recent transactions first).
If left blank, the transactions will be sorted in ascending order (the earliest transactions first). |
|
| FIELD DISPLAY CONTROL: | |
| 5. Enter '1' to protect Transaction Originator. | |
| APPLICATION OWNER AUTHORITY: | |
| 6. Enter '1' to give application owners authority to all transactions | |
| BATCH LOG WORKBENCH: | |
| 7. Enter the version of the batch log workbench. If left blank, ZJDE0001 will be used. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Email Processing
a. Enter a '1' to process Approver Notify emails. b. Enter a '1' to process Approval Required emails. c. Enter a '1' to process Approval Escalated emails. |
|
| 2. Approver Email
a. Enter the number of days between approver emails. |
|
| 3. Approver Escalation Email
a. Enter the number of days outstanding. Today's date Vs. the Approval Request Creation date. |
|
| 4. Email Consolidation
a. Enter a '1' to consolidate emails per recipient and email template. |
|
| 5. Email Overrides
a. Approver Notify Template b. Approval Required Template c. Approval Escalated Template d. Substitute Approver Template e. Email/URL Address Code |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. DEFAULT VALUES: a. Processed (Optional) b. Message Type (Optional) c. Batch Number (Optional) d. Transaction Number (Optional) e. Processes Name (Optional) f. User ID (Optional) g. Program Name (Optional) | |
| 2. FIELD DISPLAY CONTROL:
Enter '1' to protect the following: a. Processed (Optional) b. Message Type (Optional) c. Batch Number (Optional) d. Transaction Number (Optional) e. Processes Name (Optional) f. User ID (Optional) g. Program Name (Optional) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Email Processing | |
| 1. Approver Email a. Enter the number of days between approver emails. | |
| 2. Approver Escalation Email a. Enter the number of days outstanding. Today's date Vs. the Approval Request Creation Date | |
| Notification Processing (Future Use) | |
| 3. Address Book Notification a. Enter a '1' to perform address book notification processing. b. Enter the notification event type. | |
| 4. Purchase Order Notification a. Enter a '1' to perform purchase order notification processing. b. Enter the notification event type. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Report Layout
a. Print Transaction Detail 1=Yes, 0=No b. Print Assigned Approvers 1=Yes, 0=No |
1a. Set this processing option to 1 to generate a report containing the transaction detail for each transaction you select. The transaction detail contains the specific file changes that make up the transaction. Field level transaction detail only displays for open transactions.
1b. Set this processing option to 1 to generate a report containing the assigned approvers for each transaction you select that requires approval. If a transaction requires approval, the system generates an approval request. The approval request contains one or many approvers that are responsible for approving or rejecting the approval request. The report will not display assigned approvers for a transaction if you did not submit the transaction, or if you did submit the transaction and it does not require approval. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Report Layout
a. Print Transaction Detail 1=Yes, 0=No b. Print Assigned Approvers 1=Yes, 0=No |
1a. Set this processing option to 1 to generate a report containing the transaction detail for each transaction you select. The transaction detail contains the specific file changes that make up the transaction. Field level transaction detail will only appear for open transactions.
1b. Set this processing option to 1 to generate a report containing the assigned approvers for each transaction that you select that requires approval. If a transaction requires approval, the system generates an approval request. The approval request contains one or many approvers that are responsible for approving or rejecting the approval request. The report does not display assigned approvers for a transaction if you did not submit the transaction, or if the transaction you submit does not require approval. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. DEFAULT VALUES: a. Budget Hold Code | |
| 2. CONVERSION SETTINGS: a. Enter '1' to convert approval route to purchase order header equivalent b. Enter '1' to convert approval route to purchase order detail equivalent |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| SCREEN FORMAT: | |
| 1. Enter one of the following to indicate the default format:
' ' = Time Entry without Rate '1' = Abbreviated TE without Rate '2' = Time Entry with Rate '3' = Abbreviated TE with Rate |
|
| SORT ORDER: | |
| 2. Enter one of the following to indicate the default sort sequence:
' ' = Date / Time Last Updated '1' - Date / Time Last Updated (Desc) '2' - Employee #, Work Date, Pay Type '3' = Work Date, Employee #, Pay Type '4' = Pay Type, Employee #, Work Date |
|
| DEFAULT VALUES: | |
| 3. Enter '1' to default the Approver from the User Profile. If left blank, there will be no default value for Approver | |
| 4. Any values entered to the options below will be loaded upon entry:
Approval Status (Optional) Waiting More Than Days (Optional) Approver Action (Optional) |
|
| FIELD DISPLAY CONTROL: | |
| 5. Enter '1' to protect the fields below from data entry:
Approval Status . . . . . . . . . Approver. . . . . . . . . . . . . Waiting More Than Days. . . . . . Approver Action . . . . . . . . . Approval Number . . . . . . . . . Originator. . . . . . . . . . . . |
|
| DREAM WRITER VERSIONS:
Enter the version for each program. If left blank, ZJDE0001 will be used: |
|
| 6. Benefit/Accrual Inquiry (P060931) | |
| APPLICATION OWNER AUTHORITY: | |
| 7. Enter '1' to give application owners authority to all approval requests. | |
| APPROVER AUTHENTICATION: | |
| 8. Enter '1' to force the approver to enter a valid password before approving or rejecting an approval request. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Email Processing
a. Enter a '1' to process System Rejected emails. b. Enter a '1' to process Transaction Approved emails. c. Enter a '1' to process Transaction Rejected emails. d. Enter a '1' to process Approver Notify emails. e. Enter a '1' to process Approval Required emails. f. Enter a '1' to process Approval Escalated emails. |
|
| 2. Approver Email
a. Enter the number of days between approver emails. |
|
| 3. Approver Escalation Email
a. Enter the number of days outstanding. Today's date Vs. the Approval Request Creation date. |
|
| 4. Email Consolidation
a. Enter a '1' to consolidate emails per recipient and email template. |
|
| 5. Email Overrides
a. System Reject Template b. Transaction Approved Template c. Transaction Rejected Template d. Approver Notify Template e. Approval Required Template f. Approval Escalated Template g. Substitute Approver Template h. Email/URL Address Code |