Hi Everyone. How do we set up approval of Journal/LEH that the maker can not approve his/her own journal?
Hi Weng1129,
I am not aware of any standard functionality that automatically removes a user from the approval distribution list when they are the originator of the transaction.
One option would be to configure a matrix approval process that checks the originator and routes the transaction to an appropriate approval group that does not include that user.
Alternatively, you could create a loop-back step in the workflow that notifies the approver that they cannot approve their own journal and that the journal must be reassigned or routed elsewhere. The downside of this approach is that the user would keep on receiving the approval request and the notification.
If neither option is suitable, it may be worth raising an enhancement request with Infor for consideration in a future release.
Hi Rowena,
This is something that can be added to the Workflow Approval to prevent the originator from approving their own journals.
I know this is something Debbie discussed with you when we met in Manila last week so please reach out to her to help you move forward on this.
