Note: This workflow already exists but has been extended to include functionality for defining conditions based on Total Amount thresholds.
Navigate to Workflow Templates
Select General Journal Batch Approval Workflow
Click on New
Click on New Workflow from Template
Capture desired condition for example Total Amount (LCY) > 50000
Once satisfied that all necessary conditions have been stipulated, workflow can be enabled
Test Instructions
Navigate to General Journals
Select General Journal Template
Populate accordingly (to test that the workflow works, ensure that the amount is greater than the amount captured in condition)
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.
