Defining Approval Workflow for Account Reconciliation
All account reconciliations require approval using PeopleSoft Approval Framework (AF). Reconcilers can submit one or more reconciliations for approval from the Reconciliation Workbench Page (Search Criteria) by selecting the Submit for Approval action.
For information regarding Approval Framework for General Ledger, see Understanding Configurable Workflow. See also product documentation for PeopleSoft Approval Framework.
PeopleSoft delvers a default Approval Framework structure for the Account Reconciliation process. You can access the Process ID, GLReconciliationApproval, to view or modify settings if needed.
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This example illustrates the GLReconciliationApproval Process ID used in Approval Framework for account reconciliations.
View the settings on the Configure Transactions page, Process ID: GLReconciliationApproval.
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This example illustrates the fields and controls on the Configure Transaction page for the GLReconciliationApproval Process ID.
View the settings on the Setup Process Definitions page, Process ID: GLReconciliationApproval.
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This example illustrates the fields and controls on the Setup Process Definitions page for the GLReconciliationApproval Process ID:
View the settings on the User List Definition page, Process ID: GLReconciliationApproval.
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This example illustrates the fields and controls on the User List Definition page for the User List, ReconApprovers:
