To Do Entries Are Created To Notify Approvers

When an approval request detects an adjustment requires approval, it notifies the first approver by creating a To Do entry. The To Do entry is created using the To Do type and To Do role defined on the approval profile. All users who belong to the approving To Do role can see the entry. When a user drills down on an adjustment approval To Do entry, the Adjustment - Approval portal is opened. This portal contains summary information about the adjustment and the approval history of the adjustment. This portal is also where the user approves or rejects the adjustment.

When the first user in the To Do role approves an adjustment, the To Do entry is Completed and the approval request's audit log is updated. If there are no higher levels of approval required, the adjustment is Frozen (if freezing is allowed prior to bill completion) and the approval request is moved to the Approved state. If there are higher levels of approval required, a new To Do entry is created to the next To Do role in the approval hierarchy.