Approval Summary Actions and SmartLinks

Approve All

Changes the status of the rate offerings and rate records uploaded for an approval summary 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 those rate offerings. For individual statuses (except ACTIVE), this action changes the status of all rate offerings and rate records uploaded for an approval summary to APPROVED.

Approve Only New

Changes the status of all the rate offerings and rate records uploaded for an approval summary to APPROVED. This action only works if the rate offering or rate record status is NEW prior to running the action. For any rate offerings or rate records in any other status, the status does not change.

Use this action to:

• approve any rates still in NEW status after you rejected rates on the Approval Details page
• 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

Finalize All

Changes the status of all the rate offerings and rate records uploaded for an approval summary to FINAL. Selects the Active check box on all approved rate offerings and rate records. Deselects the Read Only check box on all approved rate offerings and rate records.

The action cannot be run if any of the rate offerings or rate records for this approval summary are in the status of NEW.

You cannot update a rate offering or rate record via rate maintenance once the Active check box is selected. To change active rates, use the rate offering and rate record managers.

Mark for Purge

Reject All

Changes the status of all the rate offerings and rate records uploaded for an approval summary 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 those rate offerings. For individual statuses (except ACTIVE), this action changes the status of all rate offerings and rate records uploaded for an approval summary to REJECTED.

Undo All

Changes the status of all the rate offerings and rate records uploaded for an approval summary 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 those rate offerings. For individual statuses (except ACTIVE), this action changes the status of all rate offerings and rate records uploaded for an approval summary to NEW.

View Approval Details

Details of the approval status of uploaded rate offerings and rate records for a specific approval summary.