Progress Tab of the General Ledger Budgeting Group Form
Use the Progress tab to view the approvals and history of approval assignments associated with a general ledger budget group.
This tab displays when you use an approval workflow for approving general ledger budgets (turned on in
).Contents
Budget Selection Grid
Field | Description |
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Budget Selection Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Budget Name | This field displays the name of the individual general ledger budget. |
Budget Year | This field displays the budget year. |
Organization | This field displays the organization associated with the budget. |
State | For the individual general ledger budget, this field displays the state in the approval workflow (Start, In Progress, Approved, or Rejected). |
Step | For the individual general ledger budget, this field displays the step in the approval workflow. |
Field | Description |
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History | Click this button to open the Approval History dialog box and view a log of all the actions performed on the purchase order. |
Approvals Grid
Field | Description |
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Approvals Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Responsibility | This column displays the organization roles of the assigned employees for the steps of the approval workflow. |
Approver | This column displays the name of the employee that was assigned to the organization role displayed in the Responsibility column. |
Date | This column displays the date when the approval was made. By default, the approval that has the earliest date appears as the first item. |
Assignments Grid
On this grid you can review assignment information, including the step number and action from the approval workflow, the name of the employee assigned, the start and completion dates, the action taken, and any comments entered when the assignment was approved or rejected.
Field | Description |
---|---|
Assignments Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Assignments Grid Toolbar
Field | Description |
---|---|
Show/Hide Past Assignments | Click this button to display or hide your previous assignments associated with the approval. |
Assignments Grid Fields
Field | Description |
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Step | This column displays the step number of the assignment based on the configured workflow. |
Description | This column displays the description of the assignment. |
Responsibility | This column displays the organization role that the step is assigned to, based on the configured workflow. |
Name | This column displays the name of the employee that is assigned to the step. |
Delegate | This column displays a check box. This check box is selected if the employee was delegated to perform the task for the assignment. |
Due Date | This column displays the date when the assignment is due. |
Step Start Date | This column displays the date when the assignment was started. |
Action Taken Date | This column displays the date when the employee performed an action for the assignment. By default, the assignment that has the latest date appears as the first item. |
Action Taken | This column displays the action that was performed by the assigned employee. |
Comment |
This column displays any comments that were entered when an employee approved or rejected an approval assignment. This column also displays:
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