Notification Email Workflow for Budgeting and Planning Approval Workflows

The notification email workflow for budgeting and planning approval workflows is different than the notification email workflow for other finance requests. The following table describes the notification email workflow when an action occurs.

Action	Who Initiates	Document Status	Email Sent	Recipient
Cancel approval request	Budget contributor or budget administrator	Pending Approval	Yes	Approvers, approver alternates, notification only approvers, and depending on the scenario, the approval request sender. The approval request sender receives an email in a scenario where the user who cancels the approval request is not the same as the sender.
Send approval request	Budget contributor or budget administrator	Pending Approval	Yes	Level 1 approvers, notification approvers for level 1, and approval alternates for level 1.
Next level approval	Budget approver	Pending Approval	Yes	Level 2 approvers, notification approvers for level 2, approver alternates for level 2, and other approvers on level 1 whose attention is no longer required.
Fully approved	Budget approver	Approved	Yes	Approval request sender.
Reject approval	Budget approver	Pending Approval	Yes	Approval request sender.
Reopen	Budget contributor or budget administrator	Approved	Yes	Approval request sender and approvers.

See also

Set Up Budgeting and Planning

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