Linking to the Approval Process

This table shows the two types of approvals:

Type Description
Yearly Yearly approvals are used for budget versions where one approval is done for the year.
Monthly Monthly approval is used for actual versions where each month is submitted and approved.
  1. Make a copy of the Approval_Base view. For example, Approval_Base_OLE.
  2. In View Manager, modify Approval_Base_OLE.
    1. Allow all members and hierarchies for the Organization Structure (Unit) dimension.
    2. The Organization Structure (Unit) dimension must be on-grid, going down.
    3. The Exchange Rate Set must be on-grid, going across.
    4. The Version dimension must be off-grid and set so the member can see the approval status.
    5. The Period/Year dimensions must be off-grid and set to the starting member. A keyword is recommended.
    6. For the Schedule dimension, set the off-grid member to the approval view schedule line. This is the name of the view specified for the Approval Views schedule. For example, in CTrain, it is CT_AP_Expenses for the Budget member and CT_AP_Expense_CP for the Actual member.
  3. Unload the Approval_Base_OLE view if changes are made during the setup process. You can unload the view using the Monitor Views page.
  4. Add a load group. For AP_VIEW_NAME, specify Approval_Base_OLE. See Defining load groups.
  5. Restart the application.