Item Journals

Item Journal Approval Workflow

• Navigate to Workflow Templates.

• Select Item Journal Approval Workflow.

• Click on New.

• Click on New Workflow from Template.

• Capture desired conditions such as who the approver should be Under Approval User Setup, the “Approve Item Journals” field should be ticked for the specified approver.

• Once satisfied that all necessary conditions have been stipulated, workflow can be enabled.

Test Instructions

• Navigate to Item Journals.

• Select Item Journal Template.

• Populate accordingly.

• Attempt to Post the journal.

• Verify the system displays the message:

  “You cannot use Gen. Journal Line: GENERAL,DEFAULT,10000 for this action. The restriction was imposed because the journal batch requires approval.”

• Send for Approval.

• Click on Send Approval Request to initiate the approval process.

• Confirm that the Status changes to Pending Approval.

• Approver Notification:

  Verify that the approver receives a notification about the approval request.

• Approval Process:

  Simulate or allow the approver to approve the request.

• Confirm Release:

  Ensure the Status of the budget changes to Released after approval is granted.