GL Budget Group Notification Dialog Box

Use this dialog box to have a notification alert sent when all GL budgets under an organizational lead, such as a Regional Manager, are ready for approval.

You can use this action only for the Consolidated General Ledger Budgeting application, not for the General Ledger Budgeting application.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
  2. On the Approvals Configuration form, open an existing approval workflow or create a new one.
  3. Click the Workflow tab and add an approval step for the workflow in the Approval Steps grid.
  4. On the toolbar of the Steps Actions grid, click Insert, and then click Group Complete Notification on the shortcut menu.

Contents

Field Description
Notification Method Select one or both of the following methods for sending the completion notification alert:
  • Email
  • Dashboard
OK Click this button to save the entries on this dialog box and add the notification alert to the approval step. You are returned to the Workflow tab where you now see the completion notification alerts (email, dashboard, or both) added to the end of the Step Actions grid.
Cancel Click this button to return to the Workflow tab without adding the completion notification alert to the approval step.
Help Click this button to open the help system.