Submitting a planning step to Workflow

To make a planning step available to planners, the due date and responsibilities for completing the step must be selected in Workflow Configuration. Before you can configure a workflow, you must first submit the planning step to workflow.

  1. Click the Home icon.
  2. Select Applications > Financial Applications.
  3. Open one of these applications:
    • Balance sheet
    • Profit and Loss
    • Forecast
  4. Select Configuration > Financial Planning Step Overview.
  5. In Configuration set Overview, click the configuration set in which the step was created and select Show Details.
  6. Click > next to the planning step to expand the step details.
    A planning step can apply to multiple versions.
  7. Select the check box in the Submit to Workflow column for each version to submit.
    The step is available for configuration in workflow, where you assign the step to a user, specify the due date, and optionally, specify an approver.

    When a step is submitted to workflow, you can no longer activate or deactivate accounts.