FAQs About Journal Approval

Questions and Answers

Can the preparer of the journal batch approve the journal?

Yes, preparer can approve the journal when below two conditions are met
1. When the Journals: Allow Preparer Approval profile option is set to ‘Yes’
2. Preparer authorization limit is more than maximum absolute amount of journal batch

Preparer authorization limit can be obtained using below query

R11:
SELECT nvl(authorization_limit, 0)
FROM GL_AUTHORIZATION_LIMITS a, fnd_user b,gl_set_of_books c
WHERE a.employee_id = b.employee_id
AND a.set_of_books_id =c.set_of_books_id
And b.user_name=’&peparer_id’
And c.name=’&set_of_books_name’;

R12:

SELECT nvl(authorization_limit, 0)
FROM GL_AUTHORIZATION_LIMITS a, fnd_user b,gl_ledgers c
WHERE a.employee_id = b.employee_id
AND a.ledger_id =c.ledger_id
And b.user_name=’&preparer_id’
And c.name=’&ledger_name’;

Maximum line amount of journal batch can be found using below query

SELECT max(abs(nvl(JEL.accounted_dr, 0) – nvl(JEL.accounted_cr, 0)))
FROM GL_JE_LINES JEL,
GL_JE_HEADERS JEH,
GL_JE_BATCHES JEB
WHERE JEH.je_batch_id = JEB.je_batch_id
AND JEH.je_header_id = JEL.je_header_id
AND JEH.currency_code <> ‘STAT’
And JEB.name=&journal_batch_name;

Is preparer same as creator of journal batch?

No, Preparer is the one who initiates the journal batch approval process and he/she need not be the journal
batch creator.

How to find supervisor of the user and the authorization limit of the user and supervisor?

Use below query to get the user’s supervisor details and authorization limits of the user and his supervisor.
R11:
select a.user_name user_id ,b.full_name user_full_name,
c.d_supervisor_id supervisor_user_id ,
d.authorization_limit User_auth_limit ,
e.authorization_limit Supervisor_auth_limit
from
fnd_user a,
per_all_people_f b,
PER_ASSIGNMENTS_V7 c,
gl_authorization_limits_v d,
gl_authorization_limits_v e
Where a.employee_id=b.person_id
and b.person_id=c.person_id(+)
and a.employee_id=d.employee_id(+)
and c.supervisor_id=e.employee_id(+)
and a.user_name=’&preparer_id’;

R12:
select a.user_name user_id ,b.full_name user_full_name,
c.d_supervisor_id supervisor_user_id ,
d.authorization_limit User_auth_limit ,
e.authorization_limit Supervisor_auth_limit
from
fnd_user a,
per_all_people_f b,
PER_ASSIGNMENTS_V7 c,
gl_authorization_limits_v d,
gl_authorization_limits_v e
Where a.employee_id=b.person_id
and b.person_id=c.person_id(+)
and a.employee_id=d.employee_id(+)
and c.supervisor_id=e.employee_id(+)
and a.user_name=’&preparer_id’;

How to find all work flow notification details of specific journal batch?

Use below queries to find work flow activity status & notification details of the journal batch

select * from wf_notifications where notification_id in
(select notification_id from WF_ITEM_ACTIVITY_STATUSES where
item_type=’GLBATCH’ and item_key like ‘&je_batch_id%’ );

Select * from WF_ITEM_ACTIVITY_STATUSES where
item_type=’GLBATCH’ and item_key like ‘&je_batch_id%’;

je_batch_id can be obtained using below query
select je_batch_id from gl_je_batches where name=&je_batch_name;

What are different types of approver methods and how to set approver method?

There are 3 types of approver methods

1.Go Up Management Chain –Goes up in HRMS manager hierarchy
2.Go Direct —Goes directly to the person with authorization limit
3.One Stop Then Go Direct – Goes to the immediate manager then directly to the person with authorization limit

This has to be set using the profile option “Journals: Find Approver Method”