Understanding Workflow Setup

To approve batches or approve and post batches from the work center, you must first identify the approving managers in the appropriate workflow process. After each transaction batch is entered, the approver receives a workflow notification that the batch is ready for approval. Depending on the workflow process that you select, batches are either approved or approved and automatically submitted to post directly from the work center. Additionally, the employee who entered the batch receives notification that the batch was approved.

The system uses the workflow process in conjunction with the Batch Approval / Post Security Constants program (P00241) to determine who receives workflow messages. Because the system sends workflow messages only to workflow recipients, employees that you set up as approved users must also be set up as recipients in the workflow process.

Note: Employees who are set up as approved users can still approve batches from the appropriate batch review program.

These workflow processes are available for approving batches:

• JDEBCHAPR: Approve journal entry batches (batch type G).

• JDEVBCHAPR: Approve voucher batches (batch type V).

Each workflow process has two versions:

• Version 1: Approve batches only.

• Version 2: Approve and post batches.

To set up the system to use workflow for approving and posting batches:

• Activate either version 1 or 2 of the JDEBCHAPR or JDEVBCHAPR process.

• Set up approving managers in recipient rules.

• Set up the message queues that users can view using the Queue Security program (P01135).