EGL 9.1: Submit Journal for Approval Error 'No Approvals Required' When Using Journal Approval Framework Method. (Doc ID 1288965.1)

Last updated on SEPTEMBER 14, 2016

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.1 and later
Information in this document applies to any platform.

Symptoms

Release 9.1:

Receiving message "No Approval is Required" after submitting journal for approval.
Journal workflow is not being trigger when using Approval Framework workflow setup.

Steps to replicate
==================

  1. Turn on Approval framework at installation options- GL
  2. Use delivered register transaction : GLJournalApproval
  3. Use Configure Transaction for On file approval   for even the delivered GLJournalApproval except remove email approval user list 
  4. Assume using delivered generic templates
  5. Setup Process Definitions - not using delivered- defined new definition
    • NEW ADMIN ROLE = BNS_GL_WF_Administrator vs delivered SYSTEM ADMINISTRATOR
      • Using stage 1 vs 10 on delivered - level Header
      • Default Process Definition selected
      • One step: Journal Approval level 1 vs 3 steps on the delivered with an approval user list defined of JEApprovalLv1
  6. Approval Step Definition
      • Self approval criteria NOT checked
      • Criteria checked
      • Approver users list defined as JEApprovalLv1
      • Some approvers required - One approver required
      • Self approval again not checked...as well as none of the other boxes under approval requirements
  7. Criteria definitions  Journal Workflow - BU
      • box all criteria needed to satisy IS checked and only one criteria 
      • Field Criteria defined for business unit with one business unit defined at Journal Approver Level 1
      • All criteria needs satisfied- two criteria 
      • Total debits not equal to 0
      • Total credits not equal to 0
  8. User list definition  Journal Approver Level1 uses a query
      • Query = BNS_GL_JEAPPROVAL_L1_query
      • Transaction keys are input
  9. Set journal approval option to  require approval for the bu, led for a unit or journal source
  10. Define route controls
  11. Assign permission lists
  12. Enter journal
  13. Process through edit and submit for approval
  14. Journal gets marked as valid and on approval page has message that no approval is required

Cause

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