Organization Review Tab

The Organization Review tab identifies the chart and organization for which the user is establishing optional workflow action requests. It also defines the document type for which these requests are be generated. Review types determine whether this document creates a membership in the Accounting Reviewer role, the Organization Review role or both.

Description: Wor64BD

Organization Review tab definitions:

Title

Description

Chart Code

 

Required. Select the chart associated with the organization for which you want to establish additional workflow action requests.

Organization Code

 

Required. Enter the organization code identifying the organization for which you want to establish additional workflow action requests or use the Organization lookup Description: _searchicon to select a value.

Document Type

Required. Use the Document Type lookup Description: _searchicon to search for and select the document type for which you want to establish additional workflow action requests. Note that you may select a parent document type to establish workflow routing for all document types that answer to that parent in the document type hierarchy.

Review Types

Required but may be display-only. This value determines whether the document adds member information to the accounting reviewer role ('Organization Accounting Only'), the organization reviewer role ('Organization Only'), or both.

After you select a document type, this system updates this field with a default value based on the following rules:

If the document type selected has a route node associated with the organization reviewer or accounting reviewer role, then review type is selected based on this value and cannot be edited.

If the document type selected is 'KFS' (the KFS document at the top of the hierarchy), the Review Type value defaults to 'both' but can be edited.

If the closest parent document type is 'KFST' (the KFS document to which all transactional documents answer), the Review Type value defaults to 'Organization Accounting Only' and cannot be edited.

If the closest parent document type is 'KFSM' (the KFS document to which all complex maintenance documents answer), the Review Type value defaults to 'Organization Only' and cannot be edited.

If the closest parent document type is 'FSSM' (the KFS document to which all simple maintenance document answer), the document returns an error. These documents do not route for approval.

 

More:

Assignee/Delegation Tab