Review Open Adjustments

Adjustments created in the open status must be reviewed and approved. The adjustments are processed only after approval.

Submit Open Adjustments for Approval

Here's how you can submit open adjustments for review and approval:

1. Select the adjustment that you want to submit for approval.
2. From the Actions drop-down button, click Submit. The adjustment status updates to Approval Pending.
3. If corrections must be made to the adjustment, from the Actions drop-down button, click Reject. You can add accompanying notes or attachments.
4. To make edits to a rejected adjustment, you must first move it to the open status. Select the adjustment and from the Actions drop-down button, click Return to Open.

Review Adjustments Without Approvers

If you don't require a separate internal approval for your adjustments, then assign a role that allows adjustment approvals to the user submitting the adjustment. Here the adjustments don't go through an approval cycle. On clicking Submit, they're automatically approved.

Approve Adjustments

A user assigned with a role that allows adjustment approvals can approve adjustments that are in the Approval Pending status. The user must also have access to the BU.

Note: You can delete adjustments that are in the Open or Approval Rejected statuses.