Budgeting Workflow

Some organizations require that budget register entries and budget account
entries be approved by a user other than the person who entered them. You can
require manual approval, workflow approval, or no approval. If you use budget
control, you can set up workflows so that a budget manager approves the entries.
You can also set up budget transfer rules to work with Budgeting workflows. For
example, you could set up a budget transfer rule to allow only budget transfers
within departments. After the budget transfer rule is defined, you could create a
workflow to route a budget transfer to a specific user to approve for budget
transfers between departments.

If workflow approval is set up, additional controls are displayed at the top of theBudget register entry form. These include a yellow information bar and a
Submit button or an Actions menu.


The following workflow types are available for Budgeting. After you assign a
workflow to a budget code, all budget register entries using that budget code are
submitted to workflow.

Type	Use this type to:
Budget account entry workflow	Create approval workflows for budget account entries. This workflow contains a task for reviewing the budget register entry.
Budget register entry workflow	Create approval workflows for budget register entries. This workflow type contains a line-item workflow element for the budget account entry workflow. Additionally, this workflow contains a task for reviewing the budget register entry.
Commitments approval	Create approval workflows for commitments If you use the purchase order year-end process and create or update budget reservations in commitment documents, you must also create a workflow to automatically approve commitment documents. This is important because the year-end process will stop if workflow approvals are neededCAUTION: This control is available only to legal entities whose primary address is in France, and only if the Public Sector configuration key is selected.

To create Budgeting workflows, follow these steps:

1. Open Budgeting > Setup > Budgeting workflows.

2. On the Action Pane, click New.

3. Select the type of workflow you want to create, and then clickCreate workflow. The workflow editor is displayed. Design the
workflow by dragging workflow elements onto the canvas.

4. Configure each element of the workflow.

5. Repeat steps 2 through 4 to create additional workflows for
Budgeting.

Regards,
Hossein Karimi