1. Administering Financial Consolidation and Close
  2. Managing the Approval Process
  3. Managing Approval Phases
  4. Editing, Duplicating, and Deleting Approval Groups

Editing, Duplicating, and Deleting Approval Groups

You can edit an approval group definition, even if it's assigned to an approval unit hierarchy. During the approval process, the latest approval group definition will be applied and validated.

If you edit and save an approval group that is assigned to an approval unit hierarchy, the system will display a warning message informing you that the approval group is assigned and the modified definition will be used for any subsequent approval process activity.

You cannot delete an approval group if it's assigned to an approval unit hierarchy. You must remove the approval group assignment in the Approval Unit Hierarchy first and then delete the approval group.

To edit, delete, or duplicate an approval group definition:

  1. From the Home page, click Application, and then click Approval Groups.
  2. Click Action menu icon next to an approval group, and then select Edit, Duplicate, or Delete.
  3. If you edit an approval group definition that is used in an approval unit hierarchy, the affected approval unit hierarchy must be synchronized with the changes. See Synchronizing Approval Unit Hierarchies.