GL Code Master Wireframes
GL Codes List
The 'GL Codes' link from the Masters view screen takes one to the GL Codes screen corresponding to that bank.
By entering the GL code or GL name and clicking on search button, one will view list of GL codes or a specific GL Code based on the search result.
GL Code View
User story reference: U0603
When you click the link corresponding to an active gl code in the GL Code list screen,you come to the gl code view screen.
When you click the link corresponding to an inactive gl code in the GL Code list screen,you come to the gl code inactive view screen.
GL Code Edit
User story reference: U0602
The Edit button in the GL Code view brings you to the screen that lets you edit the given section.
GL Code Create
User story reference: U0601
Note that there is a create link on the gl code master page. By clicking that, you will be taken to gl code create page. Here is the UI to enter new gl code details.
By clicking the "Save" button, a new gl code created goes through approval process. The details are mentioned in the task list.
Please refer to drop down list validations.
GL Code Activate
User story reference: U0604
The "Inactive" link on the gl code list page is visible only to the user with the responsibility to re-activate the gl codes. By clicking that, you are taken to the list of inactive gl codes.
When you click a gl code, you see the inactive gl code's view page.
Here you will see an option to reactivate the gl code.
When you click that, a confirmation dialog will be presented that asks whether to re-activate the given gl code. The gl code gets reactivated after the confirmation.
When you click on "OK" button, the gl code gets activated and you are redirected to active gl code's list page.
GL Code Deactivate
User story reference: U0604
Click the "Deactivate" link from an active gl code's view page.
When you click that, a confirmation dialog will be presented that asks whether to deactivate the given gl code. The gl code gets deactivated after the confirmation.
When you click on "OK" button, the user gets deactivated and you will be redirected to inactive gl codes view page.
GL Code Change Approval
User story reference: U0305
The approval task list will be visibe only to the user with responsibility to authorise a gl code detail change. By clicking that you are taken to the list of tasks pending for approval.
When clicked on a particular task, you are directed to approve gl code page.
You will review the gl code detail change and click on "Approve" or " Reject" button as required.
If "Approve" button is clicked, the gl code detail change is saved with an information message and you are redicrected to approval task list page.
Glcode Approve Confirmation
If "Reject" button is clicked, the gl code detail change will not be saved with an information mesage and you are redirected to approval task list page.
GLcode Approve Reject
Please refer to edit approve screen validations.
GL Code Create Approval
User story reference: U0305
When clicked on a particular task, you are directed to approve create gl code page.
If "Approve" button is clicked, the gl code created is saved. You are redirected to approval task list page with an information message.
If "Reject" button is clicked, the gl code created is not saved. You are redirected to approval task list page with an information message.
Please refer to create approve screen validations.
Please refer to approval workflow validations.