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JE FILTER

JE FILTER

Workflow: Journal Entry Filter

Step 1: Start

  • The workflow is automatically triggered when a new or updated journal entry batch is “accepted” in the system.


Step 2: Get District Name & Count Batch Lines

  • The system fetches the district name from a codes table and stores it.

  • It counts how many line items (“entries”) are in the batch just received.


Step 3: Decision — Too Many Lines?

  • If the batch has more than 500 lines:

    • The “TooBig” variable is set to Y (Yes).

  • If the batch has 500 or fewer lines:

    • The “TooBig” variable remains N (No).


Step 4: Branch Based on Line Count

A. If TooBig = N (500 lines or fewer):

  • Journal Entry Approval instance is created for routine processing.

  • After this, the workflow goes directly to the end.

B. If TooBig = Y (more than 500 lines):

  • An email notification is sent to nielsent@rcgov.us saying:

    • “[User] has submitted Journal Entry [BatchId] with over 500 line items.”

  • After this, the workflow goes to the end.


Step 5: Error & Exception Handling

  • If an error occurs: The administrator or support group gets an error email so the team can investigate.

  • If the process cannot make a decision or transition: Another admin notification is sent.

  • If a batch is specifically rejected: A support email (to TS_SUPPORT@oakland.k12.mi.us) is sent.

After handling any of these, the workflow also ends.


Step 6: End

  • The workflow process for this batch is complete.

 

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