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Last Updated: 2024-09-20
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Decertify Account Certifications in AP&C

Decertify Account Certifications in AP&C

  • You've created and approved account certifications.
  • Configured the
    Account Certification Event
     business process to route account certifications to employees assigned to the account certification roles.
  • Security: These domains in the Financial Accounting functional area:
    • Process: Account Certification - Decertify
      .
    • Process: Account Certification - Decertify All
      .
In Adaptive Planning and Consolidation (AP&C), you can decertify previously approved certifications that have ledger activity or ledger balance changes by either:
  • Scheduling an automated process to decertify mass account certifications.
  • Decertifying a single account certification.
You don't require an open period activity group to run account decertification.
  • Option A: Mass Decertify Account Certifications
    1. Access the
      Schedule Automated Decertification
       task.
      Run the task to identify and decertify previously approved certifications with ledger activity or ledger balance changes.
      The Automated Decertification process looks at Account Certifications with a status of
      Certified
       or
      Automatically Certified
       for the periods specified in the Schedule Automated Decertification criteria. The process decertifies the Account Certification if journal activity is found for the company and ledger accounts in that Account Certification after its certification date.
    2. Select a
      Run Frequency
      .
    3. As you complete the
      Criteria
       tab, consider:
      Field
      Description
      Company/Company Hierarchy
      Select a company or company hierarchy.
      If you select a company hierarchy, Workday will only decertify account certifications that are assigned at a company hierarchy and will not decertify account certifications for all the companies under that hierarchy.
      Current Period
      Prior Period
      Select the fiscal period for which you want to run the schedule. If you want to run the schedule for a time period that spans both periods, select both
      Current Period
       and
      Prior Period
      . Example: You’re running the schedule on June 19, 2020 but want to identify and decertify certifications from May 19, 2020 to June 19, 2020.
      Current period and prior period are relative to the current date.
      Current period includes the current date when you are running the report.
      Prior period is based on the current period found and is the fiscal period prior to the current period.
    4. (Optional) If you select a recurring schedule for
      Run Frequency
      , consider these guidelines as you complete the
      Schedule
       tab:
      Field
      Description
      Recurrence Type
      Select a recurring schedule for the task.
      Catch Up Behavior
      Select how many times that you want to run the task after your environment goes offline for maintenance issues.
      Example: You schedule a process to run multiple times in a day. When your environment goes offline for maintenance, you can limit the process to run once instead of catching up on all missed runs.
      Select:
      • None:
         If you don't want to run any occurrences of the missed schedule, but to run it on the current schedule.
      • Run Once:
         If you want to run the schedule once, usually the last run before your environment went offline.
    5. Click
      OK
      .
      Workday identifies and decertifies all account certifications with ledger activity or ledger balance changes.
  • Option B: Decertify a Single Account Certification
    1. Access the
      Find Account Certifications
       report.
    2. From the related actions of the approved certification that you want to decertify, select
      Account Certification
      Decertify
      .
    3. On the
      Confirm Account Decertification
       page ensure that the certification has a status of
      Certified
      .
    4. Click
      Confirm
       and then click
      OK
      .
      Workday decertifies the account certification and changes the status of the certification to
      Decertified: Recertification in Progress
      .
Workday initiates the
Account Certification Event
 business process and sends a My Tasks notification for correction, approval, and recertification as configured. If you configured the certification to include worksheets, Workday routes the worksheet and certification.
Review details of decertifications, including which person Workday assigns to the next task to complete the recertification:
  1. Access the
    Find Decertified Certifications
     report.
    Security:
    Process: Account Certifications - Reporting
     in the Financial Accounting functional area.
  2. Click an account certification to access the
    View Account Certification
     report.
    Security:
    Process: Account Certifications - View
     in the Financial Accounting functional area.
  3. Click
    Decertification Details
     to access the
    Decertification Details Report
     report.
    Security:
    • Report: Execution
       domain in the Tenant Non-Configurable functional area.
    • These sub reports in the Financial Accounting functional area:
      • Sub Report - Journal Lines for Account Certification - Journal Activity Post Certification
         report secured to the
        Reports: Financial Accounting
         domain.
      • Sub Report - Account Certification Lines Filter by Certification - Ledger Balance as of Approval Date
         report secured to the
        Process: Account Certifications - Reporting
         domain.
      • Sub Report - Journal Lines Filtered by Status for Account Certification - Ledger Amount
         report secured to the
        Process: Journals-Reporting
         domain.