Approving a GL Accounting Template

You can view the number of GL Accounting templates which are pending for approval in the GL Accounting Template screen. The approver can review, and accordingly approve or reject the template based on the observations.

Note: The system will not allow you to approve or reject a template submitted by you.

Procedure

To approve a template:

  1. Do either of the following:
    If you want to...Then...
    Approve a GL Accounting Template through the GL Accounting template screen

    1. Search for the template in the GL Accounting template screen.

    2. In the Search Results section, click the link in the GL Accounting Template Information column corresponding to the template which you want to review.
    Approve a GL Accounting Template from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-GLAT in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the GL Accounting template that you want to review.
    The GL Accounting Template screen appears.
  2. Review the template details.
  3. Click the Approve button in the GL Accounting Template zone.

    The system behaves in the following manner:

    If you are... Then...
    Approving a GL Accounting template The status of the template is changed to Active as specified in the GL Accounting template.
    Note: The Approve button appears when the template is in the Approval In Progress or Deactivation Approval In Progress status.

Related Topics

For more information on... See...
How to search for a GL Accounting Template Searching for a GL Accounting Template
GL Accounting Template screen GL Accounting Template (Used for Searching)
GL Accounting Template zone GL Accounting Template