Title

Description

Accounting Line Override Code

Optional. Note that this field is available only if the Review Type value is either Organization Accounting Only or Both.

If you want action requests to be generated only when a transactional document includes an accounting line with a particular override code, select that override code here. If you want action requests to be generated whether or not an override code is present, leave this field blank.

None – only triggers if there are no overrides applicable to the accounting line.  It is important to note that this is different than the [blank] default value, which ignores override codes altogether.

EXP_ACCT – triggers if an account used on the document is expired.

NON_BDG_OBJ – triggers if an account used on the document uses Object Presence Control and there is no budget for an account and object code used on the document.

NON_FR_ACCT – triggers if an account used on the document does not accept Fringe Benefits and the object code being used is identified as a fringe benefit code in the Labor Object Code table.

TRAN_ECXD_REM_BDG – triggers if an account used on the document uses Object Presence Control and the amount on the document is greater than the remaining budget for the account and object code.

The remaining codes are combinations of the above.

Action Policy Code

Required. This value determines what happens if multiple members of a role or group receive the same action request and one of them takes the requested action. For example, if a role has a group with three members assigned, all of these members receive the action request defined here; this code determines what the system does when one of them takes action on the document.

A value of FIRST indicates that the first member to take action on the document automatically clears all requests for this responsibility that may be in other group members action lists.

A value of ALL indicates that each group member must take individual action to clear his or her requests.

Action Type Code

Required. Select the type of workflow action request that is to be generated. Choices include:

Approve
FYI
Acknowledge

Active From Date

Optional. To begin generating these requests on a specific date, enter that date here. If no date is provided, the requests will be eligible for creation a soon as the Organization Review document is processed or final.

Active To Date

Optional. To stop generating these requests on a specific day, enter that date here. If no date is provided the requests will be generated indefinitely.

Check the box to indicate that the assignee must take the action for this request even if the user has already previously taken action on this document. Leaving the box unchecked allows a request to be immediately fulfilled if the assignee has previously taken action on this specific document.

From Amount

Optional. This field is available only if the Review Type value is either Organization Accounting Only or Both.

Enter a minimum dollar amount for transactional documents below which you do not want to generate action requests. If you do not want to establish a minimum dollar amount, leave this field blank.

Group Name

Optional. Enter the name of the group that is to receive these workflow action requests or use the Group lookup to select a value.

Group Namespace

Optional. If you want to generate workflow action requests to a particular group, select the namespace associated with that group.

Namespace

Optional. To generate workflow action requests to a particular role, select the namespace associated with that role.

Priority Number

Optional. Enter a priority number between 1 and 11. If multiple action requests are generated for this chart, organization and document type, requests with lower priorities are generated before those with higher priorities.

Principal Name

Optional. Enter the principal name of the person who is to receive these workflow action requests or use the Person lookup to select a value.

Role Name

Optional. Enter the name of the role that is to receive these workflow action requests or use the Role lookup to select a value.

To Amount

Optional. This field is available only if the Review Type value is either Organization Accounting Only or Both.

Enter a maximum dollar amount for transactional documents above which you do not want to generate action requests. If you do not want to establish a maximum dollar amount, leave this field blank.