Specifying Enterprise Journals Workflow Parameters
In an Enterprise Journals template, you use the Journals tab to specify the journal workflow parameters, including the Start and End dates, and workflow users.
Based on the Template "Schedule From" setting, you set the Start Day Offset according to when you would like the journal to be available. The journal remains in Pending status until that date is met. For example, you could set the journal Start Day Offset as -25 to allow the journals related to that template and period to be available 25 days before the Period End date. The End Date uses the Start Date and adds the Duration you assigned on the Template for the Preparer and Approver roles.
Note that an Ad-Hoc journal can be created any time, however the Start and End dates are still assigned according to the Template settings. The day on which you create the Ad-Hoc journal has no relation to the Start and End dates.
The Late notification for a journal starts once the End Date has passed.
Administrators can predefine the approval workflow paths for ad-hoc journals to allow preparers to easily select an approval path when creating or editing ad hoc journals. Individual users, teams, or groups can be defined as approvers and the approval path can be assigned to preparers of ad-hoc journals.
Note:
Optionally, the administrator can set the Ad Hoc Approver Level Overrides option in System Settings to enable or disable the preparer from selecting an approver level when creating ad-hoc journals.To assign the journal workflow: