Approval Summary Details Actions

These actions are accessed as follows:

Navigate to Sourcing > Rate Maintenance > Approval Summary. Enter search criteria and click Search.
Select Always Open in New Window so that the approval summary page opens in a pop-up window.
Right-click on a row in the search results and select View Approval Details. The APPROVAL_SUMMARY_DETAIL workbench layout open in a pop-up window.

Rate Offering Actions

On the Approval Details workbench in the Rate Offerings tab, select a rate offering and click Actions to see the following options.

Actions	Description
Approve All	Changes the status of the rate offering and all associated rate records to APPROVED. This action only works if the rate offering status is something other than ACTIVE prior to running the action; however, the action approves all rate records associated to that rate offering. For individual statuses (except ACTIVE), this action changes the status of the rate offering and all the related rate records to APPROVED.
Approve Only New	Changes the status of the selected rate offering and all associated rate records to APPROVED. This action only works if the rate record status is NEW prior to running the action. For any rate offerings or rate records in a status other than NEW, the status does not change. Use this action to: approve any rates still in NEW status after you rejected rates approve newly uploaded rates which were uploaded against an existing approval summary approve rates returned to NEW status by the Undo or Undo All actions
Reject All	Changes the status of the selected rate offering and all associated rate records to REJECTED. This action only works if the rate offering status is something other than ACTIVE prior to running the action; however, the action rejects all rate records associated to the rate offering. For individual statuses (except ACTIVE), this action changes the status of the rate offering and all the related rate records to REJECTED.
Undo All	Changes the status of the selected rate offering and all associated rate records to NEW. This action only works if the rate offering status is something other than ACTIVE prior to running the action; however, the action resets all rate records associated to the rate offering. For individual statuses (except ACTIVE), this action changes the status of the rate offering and all the related rate records to NEW.
View Version History	View the IDs of previous versions of the selected rate offering.
View Differences	View the differences between a rate offering and the previous version (parent). Note: This action is only available from the Version History page.

Rate Record Actions

On the Approval Details page in the related Rate Records section, select a rate record and click Actions to see the following options.

Actions	Description
Approve	Changes the status of the selected rate record to APPROVED. This action only works if the rate record status is NEW prior to running the action. If the rate record status is REJECTED, you see an error. To approve a REJECTED rate record, Select the rate record and run the Undo action which returns the status to NEW. Run the Approve action again.
Reject	Changes the status of the selected rate record to REJECTED. This action only works if the rate record status is NEW prior to running the action. If the rate record status is APPROVED, you see an error. To approve a APPROVED rate record, Select the rate record and run the Undo action which returns the status to NEW. Run the Reject action again.
Undo	Changes the status of the selected rate record to NEW. You cannot reset a rate record in FINAL status
View Version History	View the IDs of previous versions of the selected rate record.
View Differences	View the differences between a rate record and the previous version (parent). Note: This action is only available from the Version History page.

Approval Summary Details Actions

Rate Offering Actions

Rate Record Actions

Related Topics