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):
A 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.