Approval History Dialog Box for GL Budgets

Use this dialog box to view the steps for the approval of general ledger budgets that you have open on the General Ledger Budgeting or General Ledger Budgeting Group form.

Nothing appears in the History grid until you submit the general ledger budgets, and the first step of the approval process is started.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budeting > General Ledger or General Ledger Group.
  2. On the General Ledger Budgeting or General Ledger Budgeting Group form, select an existing general ledger budget or create a new one.
  3. Open the Progress tab and click the History button.

Contents

History Grid

A separate row of information displays in the grid for each stage that an approval step goes through—Start, In Progress, Rejected, Approved, and Completed. The steps are based on the steps that are configured for the approval workflow (on the Workflow tab in Approval Workflows Configuration) for a general ledger budget or all the general ledger budgets in a group.

History Grid Toolbar

Field Description
History Drop-Down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

History Grid Fields

Field Description
Step This field displays the number of the approval step based on the steps that are configured for the approval workflow.
Description This field displays the description of the step from the configured approval workflow.
Previous Approval Status This field displays the status of the step before it changed.
Responsibility This field helps you identify the employee who took action for the step.
The following are possible entries in this field:
  • Create User — This applies only for step 1 when step 1 starts after the absence request is submitted. Create User indicates that the employee who was responsible for this step was the person who submitted the absence request.
  • Specific Employee — This indicates that the employee who was responsible for starting or approving the step is an employee who is entered in the Specific Employee field in the Approval Steps grid of the Workflow tab in Approval Workflows Configuration—for the approval workflow, for the absence request type.
Name This field displays the name of the employee who performed the step. If the Instant Messaging feature is enabled in Vision (on the Miscellaneous tab in Configuration > General > System Settings), you can click the icon beside the employee's name to send an instant message or email message to the employee.
Due Date This field displays the date when the approval step is due (when it must be approved). This is based on the number that is entered in the Days Allotted field in the Approval Steps grid on the Workflow tab in Approval Workflows Configuration, for the approval workflow.
Step Start Date This field displays the date when the step was started.
Action Taken Date This field displays the date when an action was taken for the step, such as approving or rejecting the GL budget.
New Approval Status This field displays the new status of the step after an action was taken for it.
Comment This field displays any comments that were entered when a step was approved.