Accounts Payable Workflows

Some organizations require journals be approved by a user other than the person
who entered the journal. Based on journal names, you can require manual
approval, workflow approval, or no approval. If workflow approval is set up for a
journal, additional controls are displayed at the top of the Journal form. These
include a yellow information bar and a Submit button or an Actions menu.
Some buttons in the Journal and Journal voucher forms are not available when a
journal is submitted for workflow journal approval. When the journal is
approved, the options in the Post menu are available, and the other controls and
fields in the form are not. If a user edits an approved journal, the workflow status
is reset, the options in the Post menu are not available, and the other controls and
fields are available. When the changes are made, the journal must be resubmitted
for approval.

The following options are available for payment journals that have a workflow
status of Approved:

• Edit the journal: When changes are complete, you must resubmit
the journal for approval.

• View the journal: This allows you to review the journal without
making changes.

• Process payments: Only the payment processing options are
available.

You can use workflow approvals for the following journals and journal types in
Accounts payable.

Journal menu item	Journal type
Invoice register	Invoice register
Invoice approval journal	Approval
Invoice journal	Vendor invoice recording
Payment journal	Vendor disbursement
Draw promissory note journal	Vendor draw promissory note
Redraw promissory note journal	Vendor redraw promissory note
Remittance journal	Vendor bank remittance
Settle promissory note journal	Vendor settle promissory note

Regards,
Hossein Karimi