Understanding the Business Request and Approval Process

Business Request and Approval is a configurable workflow process for requesting the setup of SetID-driven fields and values for such fields as ChartFields. You can request additions or modifications to field values and submit them for approval. Upon final approval, the process saves the new field value and commits changes to the corresponding base tables. It also provides an audit trail of the setup and approval of these values.

Perform the following high-level steps to set up and use the Business Request and Approval functionality:

1. Set up the Business Request functionality to enable the field or fields to be used in the request-approval process.

2. Set up the Business Request Template(s) to define field information for the enabled fields, such as business justification and trees, for example.

3. Configure the Approval workflow.

4. Define and use the ChartField Request and Approval.

5. Inquire on Business Request.