Journal Entry Approvals Using PeopleSoft System Security

You can use PeopleSoft system security to authorize approvals for users that PeopleTools provides. Using this method, you grant access to key pages and processes to specific users. For example, the key pages for marking a journal to post and posting are the Mark Journals for Posting page, the Edit Journal Request page, and the Post Journals page.

To prevent specific users from marking a journal to post, do not assign them to a role that has access to these pages. If the user is not permitted to use the Journal Edit (GL_JEDIT) or the Journal Post (GL_JP) Application Engine processes, a message displays informing them that they are not authorized to edit or post a journal using the options on the Journal Entry - Lines pages.

If you employ the user security approach rather than PeopleSoft Workflow for journal approvals, ensure that the Approval Active option in the properties is not selected for the approval rule set JOURNAL_ENTRY_APPROVAL in PeopleSoft Application Designer. You can remove the Approval Work page (APPR_WRK_01) and Workflow Functions page (WF_FUNCTIONS_01) from the Journal Entry component (JOURNAL_ENTRY_IE) in Application Designer because removing these pages decreases the number of cache files that are built when you access the component for the first time. Removal of these pages, however, is not required.

PeopleTools Documentation: Security Administration, "Understanding PeopleSoft Security"

Note:

By default, the Approval Active check box is selected when you receive the approval rule in the sample data.