Defining Approval Options for a Business Unit

To define approval options for business units, use the General Ledger Definition component (BUS_UNIT_TBL_GL).

This section discusses how to define approval options for a business unit.

Page Name

Definition Name

Usage

General Ledger Definition - Approval Options Page

BUS_UNIT_TBL_GL4

Specify journal entry approval options for a business unit.

Use the General Ledger Definition - Approval Options page (BUS_UNIT_TBL_GL4) to specify journal entry approval options for a business unit.

Navigation:

Set Up Financials/Supply Chain > Business Unit Related > General Ledger > General Ledger Definition > Approval Options

This example illustrates the fields and controls on the Approval Options page. You can find definitions for the fields and controls later on this page.

 General Ledger Definition page

You have the option to use either the Virtual Approver method or Approval Framework method for the journal approval process. You select the approval methodology for journal approval on the Installation Options - General Ledger Page. The selection choices on the Approval Options page depend upon which methodology that you select to use in Installation Options. When using the Virtual Approver method, the Business Process Name and Approval Rule Set fields appear on the page. When using the Approval Framework method, these fields are not visible since the Approval Framework provides its own Business Process and Approval Rule Set to communicate with PeopleTools.

Field or Control

Description

Journal

Select an option for transaction journals. Values are:

  • Pre-Approved: Allows journal entry without approval through PeopleSoft Workflow. The Post Journal option is available on the Journal Entry - Lines page.

  • Require Approval: Requires approval through PeopleSoft Workflow.

Journal Unpost Approval

Select check box for approving journal unposting. If Journal approval option is set to Pre-Approved for posting, then same is applicable for unposting. If approval is not required for posting then same is applicable for unposting also. If approval is required for posting then approval can be enabled for unposting by selecting this check box.

Budget Journal

Select a journal approval option for standard budget journals. Values are:

  • Pre-Approved: Allows journal entry without budget approval through PeopleSoft Workflow. The Post Journal option is available on the Journal Entry - Lines page.

  • Require Approval: Requires budget approval through PeopleSoft Workflow.

Control Budget Journal

Select the Required approval option to enable Commitment Control budget journal approval (using Approval Framework) for the entire business unit. The default value is Not Required.

See Approving Control Budget Journals Using Approval Framework.

See also, PeopleSoft General Ledger Documentation Update: Commitment Control Budget Journal Approval. Visit My Oracle Support website - Article ID 1369486.1.

Note: When you define approval options at the source level, they override any approval handling that you specify at the business unit or ledger levels for journals using that source only.

The Inter/IntraUnit page is used to select interunit and intraunit templates and to enter the legal entity to which the business unit belongs. You can also specify options for interunit billing and interunit transfer transactions. The page is presented in the context of the components, other pages and information necessary to implement interunit and intraunit accounting.

See Setting Up Interunit and Intraunit Processing.