Notification email workflow for finance request dimension approval workflows
The notification email workflow for finance request approval workflows is different than the notification email workflow for budgeting and planning approval workflows and purchase document approval workflows. The following table describes the notification email workflow for purchase requisitions, payment requests, and expense claims dimension approval workflows when an action occurs.
| Action | Who Initiates | Document Status | Email Sent | Recipient |
|---|---|---|---|---|
| Cancel a document | Creator or requestor | Open | No | Not applicable. |
| Cancel a document | Purchaser | Open, Pending Approval, Approved | Yes | Requester and depending on the scenario, the creator. The creator receives an email in a scenario where the creator is an active alternate of the requester at the time of cancellation and the requester is not equal to the creator. |
| Cancel approval request | Requester or creator | Pending Approval | Yes | Approvers, Approver Alternates, and Notification Only Approvers. |
| Cancel approval request | Approval administrator | Pending Approval | Yes | Requester, Approvers, Approver Alternates, Notification Only Approvers, and depending on the scenario, the creator. The creator receives an email in a scenario where the creator is an active alternate of the requester at the time of cancellation and the requester is not equal to the creator. |
| Cancel all lines individually | Creator, requestor, or purchaser | Open | No | Not applicable. |
| Send approval request | Requestor or creator | Pending Approval | Yes | Level 1 approval, notification approvers for level 1, and approval alternates for level 1. |
| Next level approval | Approver | Pending Approval | Yes | Level 2 approval, notification approvers or level 2 approval alternates for level 2, and other approvers on level 1 whose attention is no longer required. |
| Fully approved | Approver | Approved | Yes | Requester and depending on the scenario, the creator. The creator receives an email in a scenario where the creator is an active alternate of the requester and the requester is not equal to the creator. |
| Reopen | Purchaser | Pending Approval and Approved | Yes | Requester and depending on the scenario, the creator. The creator receives an email in a scenario where the creator is an active alternate of the requester and the requester is not equal to the creator. |
| Reject approval | Approver | Pending Approval | Yes | Requester and depending on the scenario, the creator. The creator receives an email in a scenario where the creator is an active alternate of the requester and the requester is not equal to the creator. |
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