💡Fusion General Ledger: Frequently Asked Questions on Journal Approval

Summary:

This post aims to explain the frequently asked questions related to Journal Approval.

 

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📝 1. What are the Participant Types;

📝 2. Predefined Journal Approval Participants and Attributes;

📝 3. How to create and maintain Approval Groups;

📝 4. Simplified Workflow (task: Manage Workflow Rules in Spreadsheet);

📝 5. Prohibit Self Approval;

📝  6. Common Errors and How to Resolve Them.

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🛠️Prerequisite, before using General Ledger Journal Approval

Task: Manage Journal Sources → ☑ Require Journal Approval
Task: Specify Ledger Options    → ☑ Enable journal approval

 

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📝 1. What are the Participant Types;

Single

The assignee is a single user or an application role. (Even though LDAP group is also a possibility, it's recommended that they're not used.) For example, the task is assigned to a user's manager, and the manager's approval is all that's needed for the request to go through. With application role, the task is routed to all users with the role, and someone can claim the task to work on it.