Resubmitting Revenue Arrangements for Approval

Arrangements in Pending Approval status can be resubmitted by any user, with the Revenue Accountant role, who has access to the record. The workflow verifies that the amount of the arrangement has been changed before it can process the resubmission.

Resubmitting unapproved revenue arrangements

Arrangements that have not been approved or rejected can be resubmitted by the same or another reviewer. The Submit for Approval button remains enabled on the Revenue Arrangement transaction. If the arrangement has existing requests for approval, only the most recent request is processed. The other requests for approval are automatically cancelled. Approvers of previous requests are notified of the cancelled request for approval through email. For more information, see Pending Approval.

Resubmitting approved revenue arrangements

For cases where the total amount of a sales transaction has been updated, the reviewer may have to generate the arrangement again. If the arrangement has been previously approved and the total amount has changed, it reenters the workflow and is processed as follows:

The workflow validates the updated amount against the general limit.
- If the updated amount is equal to or does not exceed the general limit, the arrangement is automatically approved.
- If the updated amount exceeds the general limit, the arrangement becomes available for resubmission. It is set to Pending Approval status and it displays the Submit for Approval button.
Arrangements that are available for resubmission can be submitted for approval by the same or another reviewer. The approval routing is based on the limit and approver of the reviewer. For more information about the workflow process, see Revenue Recognition Approval Workflow States.

Resubmitting merged arrangements

Arrangements can be merged at any time, except if they have already been rejected. When one or more arrangements are merged, both the new and existing arrangements are automatically processed by the workflow. The arrangements are processed according to the following conditions:

All existing arrangements are automatically validated by the workflow.
- If the arrangement is completely merged, all existing arrangements are rejected. The workflow automatically rejects arrangements with a blank amount, which happens when all revenue elements are transferred to the new arrangement. For more information, see General Limit Check.
- If the arrangement is partially merged or split, existing arrangements be validated based on their updated amount. An arrangement amount may be decreased due to one or more transferred revenue elements. If the resulting amount exceeds the general limit, the arrangement becomes available for resubmission.
The new arrangement that results from a merge is also automatically processed by the workflow based on its amount. If the amount is equal to or does not exceed the general limit, it is automatically approved. If the amount exceeds the general limit, the arrangement becomes available for resubmission. The reviewer can manually submit it again, for approval.

Resubmitting unapproved revenue arrangements

Resubmitting approved revenue arrangements

Resubmitting merged arrangements

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