Initiate Approvals for Mass Additions
This task shows you how to initiate the approval process for mass addition transactions:
- Select your book that's enabled for approvals.
- On the Assets landing page, click Prepare Source Lines from the task list.
- Click the Manage Transaction Groups button.
- In the Manage Transaction Groups page, click the Create Icon.
- Select your book and click Next.
- In the Create Transaction Group page, enter a name for your transaction group and any other relevant information.
- Click Save and Close.
- Navigate to the Assets landing page.
- In the Assets landing page, click Add Assets in Spreadsheet from the task list.
- Select your book and the asset type and click Go.
- In the Create Asset Additions spreadsheet, enter information for your assets.
- In the Approval Group attribute, select Mass.
- In the Transaction Group attribute, enter the transaction group name of the transaction group you created in the Create Transaction Group page.
- Set the status of the queue to Post.
- Click the Post button to initiate the approval process.