Edit Status, and Account Approval Article
Several screens include the ability to notate rows with an Edit Status and/or Account Approval.
1) Select the row to notate with the Edit Status and/or Account Approval;
2) Then use the pulldown menu for either Edit Status or Account Approval and select the option you wish to use.
In the below example, the Edit Status was updated to "In Process" and the row data updated as follows:
Please note that in order to update the "Account Approval " the above steps will need to be repeated except the "Account Approval" pulldown would be used.
Accounts can be Locked when "Submitted" using Edit Status and when "Approved" using Approval Status. Please note that in order for this functionality to be both available and viewable it needs to be turned on in App Config/Menu Editor:
Also, please see How Do I Setup a User Profile, Company and OrgUnit Permissions for a New User Or Edit An Existing User? ; Users setup with "Write" permission can Lock on Submission and Users setup with "Approve" permissions can Lock on "Approved". Also, please see What Is the Hierarchy with Locking Accounts on "Submitted" (edit status) and "Approved" (approval status)?
Related Articles
Budgeting Dashboard Article
Tutorial Link Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts. Launchpad for data entry Identify the person that last updated an account and the time/date it was ...What Is the Hierarchy with Locking Accounts on "Submitted" (edit status) and "Approved" (approval status)? Article
When both AutoLockApprovedAccounts and AutoLockSubmittedAccounts settings on turn on in App Config/Menu Editor, an Account will be Locked when it is submitted (Edit Status and Account Approval). In order for the Account to be "Approved" it will need ...Refresh Lookup Sync Status Article
When the Lookup functionality is used and the data is copied over from the Data Shopping Cart to the Account Details/Assumptions screen it appears as below, namely, the Green box indicates that the data is the same as the source data. The above data ...Budget Summary-Lookup Sync Status Article
When the Lookup data is edited on the Account Details/Assumption screen, the Refresh Lookup Syn Status functionality can be used to confirm that the data has been changed. When the data has been changed the box turns from "Green" to "Red" as per the ...Account Number (Budget Account Number) Article
An Account Number refers to the full General Ledger Account Number ("GL Accounts") which originates from Great Plains Accounting Software ("ERP"). Account Numbers cannot be created in Dynamic Budgets. This is by design and acts as a control such ...