Running the PR Workflow - Approvals in Process Query
Summary
In this article, you will learn the steps to run the UGA_AP_PR_WORKFLOW_PENDING query to find pending Payment Requests which have not completed the approval process.
Body
Overview
Use the UGA_AP_PR_WORKFLOW_PENDING query to review the payment requests in your department that have been submitted but have not been through final approval.
You can also access this query using Query Viewer, accessed from the tile on the UGA Financials homepage.
In this article, you will learn the steps to run the UGA_AP_PR_WORKFLOW_PENDING query to find pending Payment Requests which have not completed the approval process.
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To navigate to the Business Management Workcenter , select:
Main Menu > UGA > Business Management Workcenter
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The Business Management Workcenter is displayed.
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In the Payment Requests section, click the Workflow - Approvals in Process link.
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The parameters for the UGA_AP_PR_WORKFLOW_PENDING query are displayed.
This search uses Department ID. You can search using an entire ID number, or you can search for departments using a partial ID number by inserting a % sign as a wildcard. For example, 17% would return all departments starting with 17.
Leave only the % sign in the field if you want to view all departments.
Example shown here: "17" in front of the wildcard (%).
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Click the Minimize Business Management Workcenter icon to close the menu to the left.
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The results of the query are displayed.
Results include the Name of the initiator, the Payment Request ID and description, the status of the approval the name of the supplier, the number on the invoice, the date of the invoice, and the date it was entered
Note : Data has been distorted to protect employee information.
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Hyperlinks in the query results can link to original documents or pages in view only mode to give more information.
Click the Report ID of the payment request you want to view.
Examplw shown here: 0000014664 link
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A new page opens with the information from the selected payment request displayed in summary mode.
This shows the name of the requestor, the request ID and the date it was entered, the status of the request, the supplier to be paid, the submitted invoice number and date, the associated voucher, scheduled payment date, status of payment and total of payment amount. The next set of fields shows the chartstring information for each line on the payment request.
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When you have completed your review, close the page.
Click the Close Tab button.
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You can also view the status of the report lines from the query results by clicking the status in the Approval Status column.
Example shown here: Approval Status field.
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New query results are returned based on the link you selected.
On this report you see the details of the approval process. The report lists the request ID, the person who entered the request, the status of the request, the type of approvals for the request and the status of that step along with the name of the person who is responsible to approve.
The remainder of the fields are for running the query.
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Close the page when your review is complete.
Click the Close Tab button.
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You can download the data into an Excel SpreadSheet for further analysis, if needed.
Click the Excel SpreadSheet link and follow the prompts to open as an Excel document.
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Once the Excel spreadsheet opens, you can add filters to sort and view information as needed.
Click the Close button to close the spreadsheet when you are finished with your review.
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Details
Details
Article ID:
148685
Created
Sat 9/24/22 10:51 PM
Modified
Mon 4/13/26 2:11 PM