The GL Preparer Approval Process determines whether the preparer is authorized to approve his/her own journal batch. If so, the batch is approved, the approver name is set, and notifications are sent.

The process has a result type of GL Preparer Approval Process Result that gives one of two results:

• Approved: The journal batch was approved by the preparer.

• Not Approved: The journal batch cannot be approved by the preparer.

The process consists of 10 unique activities, some of which are reused, to comprise the 11 activity nodes that appear in the workflow diagram:

General Ledger Preparer Approval Process

Start (Node 1)

This standard activity marks the start of the process.

Is Preparer Authorized to Approve (Node 2)

This function activity determines whether the preparer is authorized to approve his/her own journal batch. If the preparer can approve, the procedure returns a value of 'Yes'. If the preparer cannot approve, the procedure returns a value of 'No'.

Retrieve Ledger Attributes (Node 3)

This function activity retrieves various attributes of the ledgers in the journal batch.

Customizable: Is Preparer Authorized to Approve (Node 4)

With this function activity you can customize the process of determining whether a preparer can approve his/her own journal batch. If the preparer can approve, the procedure returns a value of 'Yes'. If the preparer cannot approve, the procedure returns a value of 'No'.

Approve Journal Batch (Node 5)

This function activity updates the journal batch's approval status to Approved.

Set Approver Name (Node 6)

This function activity sets the journal batch's approver name.

Set Journal Batch Approver (Node 7)

This function activity sets the journal batch's approver name.

Notify Preparer of Journal Batch Approval (Node 8)

This activity notifies the preparer that the journal batch has been approved. The message includes 'Send' or 'Respond' attributes that display the batch name, approver's name, monitor URL, enter journals window, and approver's comment.

Assign (Node 9)

This function activity resets the SET_OF_BOOKS_ID attribute value.

End (Nodes 10 through 11)

This function activity marks the end of the process. Although the activity itself does not have a result type, each node of this activity in the process must have a process result assigned to it. The process result is assigned in the property page of the activity node. Since the GL Preparer Approval process activity has a result type of GL Preparer Approval Process Result, each End activity node must have a process result matching one of the lookup codes in the GL Preparer Approval Process Result lookup type.