General Ledger and Fixed Assets Workflow

Some organizations require that 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.

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.

You can use workflow approvals for the following journals and journal types in
General ledger and Fixed assets.

Journal menu item	Journal type
General journal	Daily
Fixed assets	Post fixed assets
Fixed asset budget	Fixed asset budget
Allocation	Allocation
Elimination	Elimination

The following workflow types are available for General ledger and Fixed assets.
Each type corresponds to a journal type. You must create at least one workflow
configuration for each journal type that you want to use workflow approvals for.

Type	Use this type to:
Ledger daily journal workflow	Create approval workflows for daily journals.
Ledger post fixed assets journal workflow	Create approval workflows for fixed asset journals.
Ledger fixed assets budget journal workflow	Create approval workflows for fixed asset budget journals.
Ledger allocations journal workflow	Create approval workflows for allocation journals.
Ledger eliminations journal workflow	Create approval workflows for elimination journals.

To create General ledger and Fixed asset workflows, follow these steps:

1. Open General ledger > Setup > General ledger workflows or openFixed Assets > Setup > Fixed asset 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.

6. If you are setting up journal workflows, set up journal approvals for
specific journals using the Journal names form. 

The following calculated fields and expressions are used with General ledger and
Fixed asset workflow journal approvals. For each configuration, you can set up
conditions that include these calculated fields and expressions.

Calculated Field	Description
Journal credit total	The total credit amount for the whole journal.
Journal debit total	The total debit amount for the whole journal.
Maximum voucher credit amount	The highest credit voucher amount in the journal.
Maximum voucher debit amount	The highest debit voucher amount in the journal.
Minimum voucher credit amount	The lowest credit voucher amount in the journal.
Minimum voucher debit amount	The lowest debit voucher amount in the journal.

Regards,
Hossein Karimi