Consolidation Journal Approval Workflow
During application creation, an administrator can enable a Consolidation Journal Workflow for creating, submitting and approving journals. When a journal is submitted, notifications are sent to users who have at least Read access to the entities in the journal and Write access to the parents.
Note:
You can enable or disable email notifications. See Setting Up Email for Notifications.You can create journals if you are assigned the application role of Consolidation Journals - Create. You must also have access to all the entities in the template.
Table 9-5 Consolidation Journal Approval Workflow
Current Status | Action | Post-action Status | Description |
---|---|---|---|
Working | Submit | Submitted | After creating journals and entering
journal data, the user completes it, then submits it for approval, or submits it
directly.
After it is submitted, it cannot be edited. |
Completed | Complete | Completed | The creator of the journal with the Consolidation Journals - Create role selects the Complete action for a journal ready to be submitted. |
Submitted | Reject | Working | A user can reject a journal that has been
submitted. The journal reverts to Working status.
Note that when a journal is in Submitted status, the user who submitted it cannot reject it. |
Submitted | Approve | Approved |
A user can approve the journal if they have the Consolidation Journals - Approve role. Note that after a user rejects a journal, the same user cannot then approve it. |
Approved | Reject | Working |
An approver can reject an approved journal. Note that when a journal is in Approved status, the user who approved it cannot reject it. Another user with the same access can reject the journal. |
Approved | Post | Posted | A user can post a journal after it is approved if they have the Consolidation Journals - Post role. |
Post | Unpost | Approved | A user can unpost a journal after it is posted, if they have the Consolidation Journals - Unpost role and if they have write access to the members in the journal. When you unpost a journal, its status changes to Approved. |
Working | Delete | A user can delete unposted journals that are no longer needed. You cannot delete Approved or Posted journals, because that would result in unresolved data for the adjustment values. |
The constraints listed below will not be applicable if the user is a Service Administrator:
-
The Completed user cannot Submit the same journal
-
The Submitted user cannot Approve the same journal
-
Only the Submitted user can Post the same journal if it is Submitted without Complete action
-
Only the Completed user can Post the same journal if it is Completed and Submitted
-
A Completed journal cannot be rejected by the Completed user
-
A Submitted journal cannot be rejected by the Submitted user
-
An Approved journal cannot be rejected by the Approved user