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Journal Approval Process

This document provides instructions for setting up journal approval in General Ledger. It involves enabling journal approval for ledgers, specifying journal sources that require approval, defining authorization limits for approvers, and testing the approval workflow. Key steps include setting profile options, enabling approval in the accounting setup, marking journal sources as requiring approval, defining employee approval limits, and testing approval of a sample journal entry.

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166 views13 pages

Journal Approval Process

This document provides instructions for setting up journal approval in General Ledger. It involves enabling journal approval for ledgers, specifying journal sources that require approval, defining authorization limits for approvers, and testing the approval workflow. Key steps include setting profile options, enabling approval in the accounting setup, marking journal sources as requiring approval, defining employee approval limits, and testing approval of a sample journal entry.

Uploaded by

Thirupathi Jetty
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Setting Up Journal Approval

Use General Ledger's Journal Approval feature to ensure that journal entries and
batches are approved by appropriate management personnel before the journals can be
posted to your account balances.

Journal Approval uses Oracle Workflow to control and monitor the approval process,
sending notifications to journal batch preparers and approvers when needed. Some of
the Journal Approval components can be customized to meet your organization's
specific needs.

Before you use Journal Approval, you must enable journal approval for your ledgers.
You must also set up your journal sources to use journal approval. Finally, you must
Create an approval hierarchy and define your approver authorization limits.

Before you use Journal Approval, you or your system administrator must:

Set the two profile options


1) Journals: Allow Preparer Approval
2) Journals: Find Approver Method

Switch responsibility to System Administrator.

NAV: Profilesystem
Click on Find

And under responsibility select the Status “YES”


Save and Close it
Assign second profile option

Nav: profile System

Click on Find
Under responsibility select the” Go Up Management Chain”

Save and close it.

Enable Journal Approval for your ledger in Accounting Setup Manager.


NAV: setup  financials Accounting setup managerAccounting setups

Click on Finish and Close window

To specify journal sources that require journal approval:

NAV: SetupJournalSources

Use: viewFind

Select “Manual” and” Enable” ” Require Journal approval” check box


Save and close it.

To Define Authorization Limits:

NAV: SetupEmployees Limits

Enter the columns


Save and close it.

SWITCH RESPONSIBILITY TO GENERAL LEDGER SUPER USER


Enter one journal

NAV: JournalsEnter

Click Save and click on “Approve” button.


Click on Ok.
LOGIN INTO MANAGER USER

Select General Ledger to check Notifications

NAV: Other Notifications

Click on Approve.
LOGIN INTO CLERK USER

NAV: JournalEnter

Query journal Press F11

Enter journal name %jou1%

Press Ctrl+F11

Click on Post
Click on Ok.

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