Budget set approvals
Budget sets can be sent through an approval workflow.
Send an approval request for a budget set
After a budgeting and planning approval workflow is set up, approval requests can be sent for budget sets that have a Status of Open. Budget administrators can send an approval request for all budget sets. Budget set contributors can only send approval requests for budget sets for which they are configured.
To send a budget set for approval
Choose
, enter g/l budget plans, and then choose the related link.The G/L Budget Plans page opens.
Select the budget plan for which you want to send a budget set for approval, and then on the action bar, choose G/L Budget Sets.
The G/L Budget Sets page opens.
Select the budget set that you want to send for approval, and then on the action bar, choose Request Approval > Send Approval Request.
Cancel an approval request for a budget set
Budget sets that have a Status of Pending Approval can be cancelled. Budget administrators can cancel approval requests for all budget sets. Budget set contributors can only cancel approval requests for budget sets for which they are configured.
To cancel an approval request for a budget set
Choose
, enter g/l budget plans, and then choose the related link.The G/L Budget Plans page opens.
Select the budget plan for which you want to cancel a budget set approval request, and then on the action bar, choose G/L Budget Sets.
The G/L Budget Sets page opens.
Select the budget set for which you want to cancel an approval request, and then on the action bar, choose Request Approval > Cancel Approval Request.
Approve as Administrator
Users who have the Budget Planning Admin checkbox selected on the User Setup page can approve budget set approval requests. Budget set approval requests can be approved on the G/L Budget Sets and Budget pages, using the Approve as Administrator action. The action appears when there are budget sets that have the Status of Pending Approval.
When the Approve as Administrator action is chosen, all approval entries on the Approval Entries page, that have a Status of Open are approved and the Approved as Administrator checkbox is selected. Approved By is populated with the User ID of the budgeting and planning administrator.
Note
Note:
The Approval Administrator checkbox on the Approval User Setup page is not used for budget set approvals because budget approvers typically do not approve transaction data.
See also
Budgeting and planning
Set up budgeting and planning approvals
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