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    Fatima Gallego
    Is there a notification workflow for unposted journals?
    Topic posted March 29, 2017 by Fatima GallegoGreen Ribbon: 100+ Points, last edited January 30, 2019, tagged Financials, General Ledger 
    70 Views, 5 Comments
    Is there a notification workflow for unposted journals?

    Client wants to know is there an auto feature within cloud that will allow us to notify the appropriate supervisorof unposted journals. I know there is journal approval but what that does is only manually approve journals, not necessarily posting them. Is there a way we can send notifications for unposted journals?



    • Alexey Shtrakhov

      You can do a BIP report and schedule it to be run on regular basis. Report can be sent by email in HTML format to a needed person using bursting functionality. Layout of the notification can be done easily using Interactive report designer or word template.

    • Antonio Bisignano

      Hello, would suggest to create a custom infolet in home page. It's very direct and useful to check.



    • Prithis Das

      We have scheduled OTBI reports to run automatically each morning and send an email to a supervisor. We can also use the custom Tile. There are videos that describe how to create a Tile that displays this kind of information.

    • Fatima Gallego

      Thank you all! Lots of great ideas here!

    • Kathryn Wohnoutka
      Yes Journal Approval can be configured in many ways and can notify the 
      appropriate supervisor of unposted journals. It also allows them to post 
      them or you can setup auto post. Many options.
      See following topics: Approving Journals: Points to Consider and 
      Creating a Journal Approval Rule: Worked Example and Creating Journal 
      Approval Rules video 
      in the R12 Financials Cloud Documentation on