Setting Up Journal Entry Approval in PeopleSoft Workflow

This section discusses how to:

Review the current workflow approval setup.
Modify the workflow approval rule properties.
Modify the rule step definition properties for a workflow item.
Define the rules for a journal entry approval workflow item.
Set up the events for a journal entry approval workflow item.
Pages Used to Set Up Journal Entry Approval in PeopleSoft Workflow
Page Name Definition
Name
Navigation Usage
Open Definition Not
applicable
(NA)
Access PeopleSoft Application Designer and click
File, Open.
Select Approval Rule Set in the Definition field to
display a list of Approval Rule set definitions.
JOURNAL_ENTRY_APPROVAL NA Enter JOURNAL_ENTRY_APPROVAL in the
Name field or click this name in the list of
Definitions matching the selection criteria box on
the Open Definition page, and click the Open
button.
The JOURNAL_ENTRY_APPROVAL (Approval Rule
Set) page displays.
Approval Rule N/A Right-click in the JOURNAL_ENTRY_APPROVAL
page and select Definition Properties to display
the Approval Rule Properties page.
Select the Approval Active check box on the General
Tab page to activate the approval rule that is used by
the Virtual Approver workflow method).
Approval Rule Step Definition NA Right-click on one of the icons (Supervisor
Approval, Manager Approval) in the
JOURNAL_ENTRY_APPROVAL page, and select
Item Properties.
Accesses the Approval Rule Step Definition.
Approval Rule Step Definition -
Definition
NA Access the rule step definition by right-clicking
one of the icons in the approval rule step and
selecting Item Properties.
Set up or modify the approver roles that apply to journal
entry approval workflow process as well as the workflow
process steps.
Approval Rule Step - Rules NA Click the Rules tab on the Approval Rule Step
Definition page.
Sets up the minimum and maximum amounts that you
can use in selected journal records and fields, as well
Page Name Definition
Name
Navigation Usage
as the minimum and maximum quantities. Also
identifies whether the row-level rules are determined by
route control or SQL object.
Approval Rule Step - Events NA Click the Events tab on the Approval Rule Step
Definition page.
Use to associate journal approval activities with
workflow events.
See also PeopleTools Documentation: Workflow Technology, "Defining Approval Processes
See also PeopleTools Documentation: PeopleSoft Application Designer Developer's Guide, "Using
PeopleSoft Application Designer"
Reviewing the Current Workflow Approval Setup
Use the Open Definition page (Not applicable (NA)) to select Approval Rule Set in the Definition
field to display a list of Approval Rule set definitions.
Navigation
Access PeopleSoft Application Designer and click File, Open.
Use the JOURNAL_ENTRY_APPROVAL page (NA) to the JOURNAL_ENTRY_APPROVAL
(Approval Rule Set) page to review the current workflow approval setup.
Navigation
In PeopleSoft Application Designer, enter JOURNAL_ENTRY_APPROVAL in the Name field or
click this name in the list of Definitions matching the selection criteria box on the Open Definition
page, and click the Open button.
In PeopleSoft Application Designer, access the JOURNAL_ENTRY_APPROVAL.19000101
approval rule set by selecting File, Open and then clicking the approval rule set name in Open
Definition dialog box.
Image: JOURNAL_ENTRY_APPROVAL.19000101 approval rule set
This example illustrates the fields and controls on the JOURNAL_ENTRY_APPROVAL.190001
01 approval rule set. You can find definitions for the fields and controls later on this page.