Corporate GL Data Associate Steps

  1. Log into the service as Betty Anderson, and click Views.
    screenshot shows the views panel
  2. Click the Product Maintenance view.
    screenshot shows views page with Product Maintenance highlighted

    The Product Maintenance view is displayed. Because Betty does not have permissions to the Corporate Planning or Financial Close applications, she is only able to see the Corporate GL viewpoint.

  3. Click New Request.
    screenshot shows New Request button highlighted
  4. In the left panel, click the request name and append - Smart Watch.
    screenshot shows request name as Request 1750 - Smart Watch
  5. Expand the product hierarchy and select node 220, then click actions and select Add Child.
    screenshot shows Product hierarchy with node 220 highlighted and Add Child menu item
  6. In the properties panel, set these properties:
    1. Name: 224
    2. Description: Smart Watch
    3. Description US: Smart Watch

    screenshot shows properties panel with the properties listed in the step
  7. In the request panel, click actions next to Corporate GL, and select Add a Comment.
    screenshot shows Add a Comment menu item in the request
  8. Enter a comment, and click Save. In this scenario, we entered Smart watch per meeting with Consumer Devices team.
    screenshot shows comment text listed in the step
  9. Click the attachments icon, and then click add attachment.
    screenshot shows add attachment icon
  10. Select a file to attach, and then click Attach. In this scenario, we attached New Consumer Products.docx.
    screenshot shows New Consumer Products file attached to request
  11. Click Submit.
    screenshot shows request screen with Submit button highlighted

    When the request is submitted, a workflow policy alerts Alex, the Corporate GL data manager, of the change request waiting for approval.