Transaction Approvals and Intercompany Billing

On the Transaction Center Approvals tab of the Accounting Company Settings form, you can enable Transaction Center approvals for all transactions or for selected types of transactions.

The transactions for which approval is required can include those created by the intercompany billing process.

The effects of Transaction Center approvals on intercompany billing depends on several factors:

• If Post intercompany transactions as they are generated is selected on the Posting Information tab of the Intercompany Billing form, Deltek ignores transaction center approval settings during the intercompany billing process. It automatically posts all transactions with an approval status of Approved and sends no alerts.
• If Post intercompany transactions as they are generated is not selected on the Posting Information tab of the Intercompany Billing form, the following occurs:
  • For types of transactions requiring approval, Deltek sets the approval status to Submitted. If you established any Transaction Entry File Submitted alerts, Deltek sends those alerts. All forms in those transaction files must be approved before the you can post the file.
  • For types of transactions that do not require approval, Deltek sets the approval status to Approved and sends any Transaction Entry File Approved alerts. Those transaction files can be posted at any time.

Alerts generated by the approval process for intercompany transactions are distributed to recipients based on the user who runs the intercompany billing process, or, if the process is scheduled, on the user who schedules the process. That person is considered the submitter of the transactions. For example, if the Transaction Entry File Submitted alert is set up in the Company Alerts Configuration form to generate an email alert to the submitter's supervisor when a journal entry is submitted, the alert recipient is the supervisor of the person who schedules intercompany billing. Deltek sends the alert when the scheduled process actually runs and generates a submitted journal entry.