Reallocation Approval Process

Reallocation documents can optionally be routed through an approval process before being finalized.

The approval workflow is based on the approval route configured in the document and creates approval tasks for responsible users.

Reallocation Lifecycle

A reallocation document typically follows the process below:

1. Create and configure the reallocation document.
2. Fill Recipient and Source sections.
3. Post the document.
4. Send the document for approval (if approval route is configured).
5. Complete approval tasks.
6. Receive final approval or decline result.

Post a Reallocation

Before approval can begin, the reallocation must be posted.

To post a reallocation:

1. Open the required reallocation document.
2. Verify all document parameters and reallocation lines.
3. Execute the posting command.

After successful posting:

• the document status changes to Posted to the form;
• the document data becomes available in the target budget form;
• approval process can be initiated if an approval route is configured.

[!NOTE] Reallocation approval can only be started for posted documents.

Start Approval Process

If approval is required:

1. Open the posted reallocation document.
2. Configure the approval route in the Approvers section.
3. Start the approval process.

The system creates approval tasks for all responsible users defined in the approval route.

[!TODO] Screenshot required Original caption: Figure 9.11. Reallocation approval process

After approval tasks are generated:

• the document status changes to Pending approval;
• responsible users receive approval tasks;
• task status information becomes available in the Approvers section.

Approval Tasks

Each approver receives a dedicated Reallocation Approval task.

The task contains information required to review the reallocation before making a decision.

Approvers can:

• review document information;
• review Recipient and Source data;
• approve the reallocation;
• decline the reallocation.

Task completion automatically updates the approval status in the reallocation document.

Approve a Reallocation

To approve a reallocation:

1. Open the assigned approval task.
2. Review the reallocation information.
3. Confirm the approval action.
4. Complete the task.

The task result is recorded as Approved.

When all approvers complete their tasks with an Approved result:

• the approval process is completed;
• the document status changes to Approved.

Decline a Reallocation

To decline a reallocation:

1. Open the assigned approval task.
2. Review the reallocation information.
3. Select the decline action.
4. Complete the task.

The task result is recorded as Declined.

If any approver declines the reallocation:

• the approval process stops;
• the document status changes to Declined.

[!NOTE] A single decline is sufficient to decline the entire reallocation document.

Reallocation Statuses During Approval

Status	Description
Posted to the form	Reallocation is posted and ready for approval or does not require approval.
Pending approval	Approval tasks have been created and at least one task is not yet completed.
Approved	All approval tasks have been completed successfully with Approved result.
Declined	At least one approver declined the reallocation.

Monitoring Approval Progress

Approval progress can be monitored in the Approvers section of the reallocation document.

The following information is available:

Field	Description
Task	Approval task assigned to the user
Task Status	Current task status
Result	Approval result after task completion
Due Date	Approval deadline
Successor Task	Related dependent task, if configured

[!TODO] Screenshot required Original caption: Figure 9.12. Reallocation approval status tracking