Title

Description

From Amount

Optional. This field is available only if the Review Type value is either 'Organization Accounting Only' or 'Both.'

Enter a minimum dollar amount for transactional documents below which you do not want to generate action requests. If you do not want to establish a minimum dollar amount, leave this field blank.

To Amount

Optional. This field is available only if the Review Type value is either 'Organization Accounting Only' or 'Both.'

Enter a maximum dollar amount for transactional documents above which you do not want to generate action requests. If you do not want to establish a maximum dollar amount, leave this field blank.

Accounting Line Override Code

Optional. Note that this field is available only if the Review Type value is either 'Organization Accounting Only' or 'Both.'

If you want action requests to be generated only when a transactional document includes an accounting line with a particular override code, select that override code here. If you want action requests to be generated whether or not an override code is present, leave this field blank.

Principal Name

Optional. Enter the principal name of the person who is to receive these workflow action requests or use the Person lookup  to select a value.

    You must choose a principal name, role and/or group to receive this workflow request. You may not leave all these fields blank.

Optional. To generate workflow action requests to a particular role, select the namespace associated with that role.

Role Name

Optional. Enter the name of the role that is to receive these workflow action requests or use the Role lookup  to select a value.

    You must choose a principal name, role and/or group to receive this workflow request. You may not leave all these fields blank.

Group Namespace

Optional. If you want to generate workflow action requests to a particular group, select the namespace associated with that group.

Group Name

Optional. Enter the name of the group that is to receive these workflow action requests or use the Group lookup  to select a value.

    You must choose a principal name, role and/or group to receive this workflow request. You may not leave all these fields blank.

Action Type Code

Required. Select the type of workflow action request that is to be generated. Choices include:

Approve
FYI
Acknowledge

Priority Number

Optional. Enter a priority number between 1 and 11. If multiple action requests are generated for this chart, organization and document type, requests with lower priorities are generated before those with higher priorities.

Action Policy Code

Required. This value determines what happens if multiple members of a role or group receive the same action request and one of them takes the requested action. For example, if a role has a group with three members assigned, all of these members receive the action request defined here; this code determines what the system does when one of them takes action on the document.

A value of 'FIRST' indicates that the first member to take action on the document automatically clears all requests for this responsibility that may be in other group members' action lists.

A value of 'ALL' indicates that each group member must take individual action to clear his or her requests.

    This value impacts only a single action request. It has no impact on other requests that might be generated by workflow for the same chart, organization and document type.

Check the box to indicate that the assignee must take the action for this request even if the user has already previously taken action on this document. Leaving the box unchecked allows a request to be immediately fulfilled if the assignee has previously taken action on this specific document.

Active From Date

Optional. To begin generating these requests on a specific date, enter that date here. If no date is provided, the requests will be eligible for creation a soon as the Organization Review document is processed or final.

Active To Date

Optional. To stop generating these requests on a specific day, enter that date here. If no date is provided the requests will be generated indefinitely.