Running the GL Workflow - Approvals in Process Query

Summary

In this article, you will learn the steps to run a query in the Business Management Workcenter to view GL approvals in process.

Body

Overview

Use the UGA_GL_JRNL_WORKFLOW_PENDING query to review the general ledger journals for your department or unit that have not completed the approval process. This will help you monitor the journals that need attention.

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 a query in the Business Management Workcenter to view GL approvals in process.

1. Step 1

First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

To navigate to the Business Management Workcenter , select:

Main Menu > UGA > Business Management Workcenter

3. Step 3

The Business Management Workcenter page is displayed.

Click the Reports/Queries tab.

4. Step 4

In the GL Journals section, click the Workflow - Approvals in Process link.

5. Step 5

Click the Minimize Business Management Workcenter button to close the menu to the left.

6. Step 6

The parameters for the UGA_GL_JRNL_WORKFLOW_PENDING query are displayed.

The 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 the Dept field.

7. Step 7

Click the View Results button to run the query.

8. Step 8

The Results of the query are displayed and list the GL journals that are still waiting for approvals.

Columns on the report show the name of the person that entered the report, the ID assigned to the report, the description of the journal, the date it was entered, the header status of the journal and the type of approval.

Note : Data has been masked to protect employee information.

9. Step 9

Hyperlinks in the query results can link to original documents or pages in view only mode to give more information.

Click the 1000013181 link.

10. Step 10

The Header page of the selected journal is displayed.

The Header page gives basic information about the journal such as the date it was entered, the description, and when and by whom the journal was entered.

To check on approval status, click the Approval tab.