Journal Entry Basic Approval Template
The Journal Entry Basic Approval Template creates a workflow for approval of Journal Entry records. After you create a workflow based on this template, you can edit the workflow to customize it according to your business needs. See Creating a Workflow from a Workflow Template.
The Journal Entry Basic Approval workflow implements the following rules:
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The workflow initiates after a user clicks Save on a Journal Entry record and before the record is saved to the database.
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The supervisor of a user that creates a journal entry or an administrator can approve the journal entry.
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If a user that creates the journal entry has no supervisor, for example, the user is at the top of the user hierarchy, the user can approve their own journal entry.
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Rejected journal entries can be submitted for approval again.
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The journal entry does not exit the workflow after the journal entry is approved. The record is locked to all users except administrators.
This workflow requires the Require Approvals on Journal Entries preference enabled on the account that creates the Journal Entry record. For more information about this preference, see Require Approvals on Journal Entries Preference.
Workflow Definition Properties
The following table describes the workflow definition properties for the Journal Entry Basic Approval Template’s workflow definition:
Section |
Property |
Value |
---|---|---|
Basic Information |
Record Type |
Transaction |
|
Sub Types |
Journal Entry |
|
Execute As Administrator |
checked |
|
Release Status |
Not Initiating |
|
Keep Instance and History |
Only When Testing |
|
Enable Logging |
checked |
|
Inactive |
clear |
Event Definition |
On Create |
checked |
|
On Update |
clear |
|
Condition |
None |
|
Trigger Type |
Before Record Submit |
Workflow Fields
The following table describes the workflow fields in the Journal Entry Basic Approval Template’s workflow definition:
Workflow Field Name |
Description |
---|---|
Approver |
Stores the List/Record of the employee that must approve the journal entry. |
Created By |
Stores the List/Record of the employee that created the journal entry. |
States, Actions, and Transitions
The following table describes each state in the Journal Entry Basic Approval Template’s workflow definition and the actions and transitions in each state:
State Name |
Actions |
Transitions |
---|---|---|
Initiation |
|
|
Pending Approval |
|
|
Approved |
|
None. The journal entry stays in the Approved state of the workflow, locked to all users except administrators. |
Rejected |
|
|