Escolar Documentos
Profissional Documentos
Cultura Documentos
• Approve, and reject requisitions using the Notifications Summary form in the Supply Chain module
• Approve journal entries using the Notifications Summary form in the General Ledger modul
If more than one person is identified in an approval role, the document will appear in each approver’s noti-
fication summary. As soon as the first person approves the document, it will disappear from any other
approver’s notification summary. In the event a document is not approved within three days, it will be
routed to the next approver in the workflow hierarchy. In the case of requisition charged to PTA’s, busi-
ness rules, or specific expenditure types, the document will be sent back to the preparer within three to
five days as a rejected document. (See Supply Chain workflow on next page)
After the SC Responsibility has been selected. A note will appear notifying the user of
their notifications. Click the OK button to continue.
2. Navigate to the Notifications Summary form by choosing Notifications Summary from the nav-
igator list.
Opening a Form
You can open a form in Oracle one of three ways: (1) highlighting the form and clicking
the Open button; (2) double-clicking on the form; (3) highlighting the form and pressing
the Enter key on your keyboard.
4. Select the Requisition you want to approve or reject by clicking the requisition.
If you are familiar with the Requisition, you may approve or reject it immediately by
Selecting the checkbox, and clicking the Close button.
5. Select your Response Value from the following options: Approve, Reject
If you are rejecting a requisition, you must enter a comment as to why you are rejecting
the requisition.
8. Optionally, click the Open button in the Notification Summary form to view more information about
the requisition.
As an approver, you have the ability to open the requisition and make changes to the
requisition. Save any changes you make and return to the Notifications form to complete
the Approval process.
Regular journals that are initiated by a department user will route to an approver and
then to the comptroller’s pool. The preparer will receive notification when the journal is
approved.
Budget journals will route to an approver and then to the budget office pool. The
preparer will receive notification when the journal is approved.
Cash journals will route directly to the cashier’s office. The preparer’s supervisor will
receive notification, along with the preparer, when a journal is approved.
If more than one person has the ability to approve a document, the notification will be sent to all approv-
ers on that particular document. As soon as the first person approves the document, it will disappear from
any other approvers’ notifications summary form. If the document is not approved within five days, it will
be routed back to the preparer. The creater will then need to resubmit the document for approval.
Please note that a budget entry cannot be rejected. Incorrect or error budget entries must be posted and
reversed.
2. Navigate to the Notifications Summary form by choosing Other and then Notifications from the
Navigator list.
4. Select the Journal you want to approve or reject by clicking the journal.
5. Click the Enter Journals icon from the References region to open the Journal Entry.
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The preparer can make changes to the journal entry when the batch has been rejected
and the funds have been unreserved.
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• Approve, amend, and reject requisitions using the Notifications Summary form in the Supply Chain
module
• Approve journal entries using the Notifications Summary form in the General Ledger module
Should you have any questions, contact the Help Desk at 994-5530, Option #4.
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