Views:

Process flow
The order of the tabs in the transaction review screen help to the approval and posting process flow.

Different Functions
The functions change depending upon which tab you

Customise
Use the customise function to add or remove columns on the screen.  Each tab can have different columns showing.

Transaction types
Use the transaction types filter to show filter different transaction types.

Let’s take a look at the layout and the different functions on the transaction review screen to understand what it means.  The screen is split into tabs.

Submitted

By default LYNQ is not configured to automatically approve transactions, new transactions generated by the Workbench and the Timesheet feature will appear in the Submitted tab with a default status of unposted.  Once the transaction has been approved it will appear under the Approved tab with a status of Pending Posting.
 

Approve

Approve an unposted transactions

New

Create a new transaction

Edit

Edit an unposted transaction

Copy

Copy an existing transaction

Exclude

Exclude an unposted transaction



Approved

The approved tab shows all transactions that have been approved for posting to Enterprise Resource Planning. Transactions with a status of Pending Posting, Posted or Posting Error can be seen from this tab.
 

Approve

Re-approve a transaction with the status of posting error

Unpost

Unpost a posted transaction or reset status to unposted

New

Create a new transaction

Edit

Edit a transaction with the status of pending posting

Copy

Copy an existing transaction

Exclude

Exclude a transaction with the status of pending posting

Delete

Delete a transaction with the status of pending posting



Errors

The errors tab shows transactions which have produced an error when posting to Enterprise Resource Planning. Double click on the transaction to see the error description
 

Approve

Re-approve a transactions with a posting error

Edit

Edit a transaction with the status of posting error

Copy

Copy an existing transaction

Exclude

Exclude a transaction with the status of posting error

Delete

Delete a transaction with the status of posting error



All

The All tab shows all transactions regarding of their status.
 

Approve

Approve an unposted transaction

Unpost

Unpost a posted transaction

New

Create a new transaction

Edit

Edit an unposted transaction

Copy

Copy an existing transaction

Exclude

Exclude a transaction

Delete

Delete an unposted/pending posting transaction



Excluded

The exclusions tab shows transactions which have been excluded from posting to Enterprise Resource Planning.  (i.e. Indirect Task Codes such as break, lunch, training, meetings, office time)
 

Approve

Approve a transaction with the status of excluded

New

Create a new transaction

Edit

Edit a transaction with the status of excluded

Copy

Copy an existing transaction

Delete

Delete a transaction with the status of excluded





 
Applies to: LYNQ 2019
Functional Area: Execution Management