GL Workunits Are Not Being Created

I am attempting to get the JE Approval/Processflow working for our G/L Application. I have the application part working, but can't seem to get any workunits to be created or processflow to run. I have tried this in both our test and prod environments. We are using processflow for our RQC Approvals and have no issues. Does anyone have any suggestions as to why these workunits would not be created and the service would not run, eventhough active? If you could shed any light it would be appreciated!

Navigation paths and screen shots - Infor Lawson User Experience .docx

userDefineLang.zip

Find more posts tagged with

Comments

Legacy Contributor

Hi Kevin - This group you posted this in is the "feedback group for the portal" - you really need to post this in the specific product group - so that members of that group can advise - we have many GL applications - so it needs to be posted in the product specific group so the appropriate people can help. Thanks.

kevinwheeler

How would I go about moving this now?

Legacy Contributor

This discussion will be moved to the Infor Lawson Financials Group where members who share this product are able to respond, if you are not a member of that group yet – please select the “View All Infor Communities” option in the left panel to join

Legacy Contributor

Mayo Clinic is using ProcessFlow for JE Approval. Our trigger is when the journal is released on GL40.1. There are a bunch of rules that it tests against before deciding if it needs approval or not. The supervisor of the person who released the journal (identified in the HR supervisor org structure) gets the first email. We also utilize some custom code to escalate the approval and that would be done, if the supervisor fails to respond, or if it is over a certain dollar amount that a secondary approval is required. It sounds like you are missing the trigger piece. If you continue to have issues, I can put you in contact with our PF expert.

Legacy Contributor

Could it be related to this? I saw this code in the Processflow Solutions Reference Guide -
Prerequisites On Company (GL10), in the Options
section of the Journals page, the
Workflow field must be set to Yes,
and the JE Approval Amount field
must have a defined amount. Any
journal entry greater than the defined
amount initiates the service.

Legacy Contributor

Great point. I had forgotten that flag/field. It also gives you an JE Approval Amount field as well.

0712131256598360.doc

Copyright © 2025 Infor. All rights reserved.