12.2 View Revaluation Setup

This topic describes the systematic instructions to view the list of configured revaluation setup.

1. Click Account Configurations, and under Account Configurations, click Revaluation Setup.
2. Under Revaluation Setup, click View.
   The View page displays in the Tiles view.

   Figure 12-2 View Revaluation Setup

   
   

   
   Description of "Figure 12-2 View Revaluation Setup"

   
   

   Tip:

   Click or to switch between the Tile view and the List view.

   Table 12-2 Revaluation Setup Tile - Field Description

   Field	Description
   General Ledger Code	Displays the GL Code.
   Profit GL	Displays the GL where the revaluation profit will be booked.
   Loss GL	Displays the GL where the revaluation loss will be booked.
   Authorization	Displays the authorization status of the record. Authorized Rejected Unauthorized
   Status	Displays the status of the record. Open Closed

   The following table describes the action items in the More Options () menu and the action items on the page.

   Table 12-3 Action Items Description

   Action Item	Description
   Unlock	Unlock a record and make amendments.
   Close	Close a record to prevent it from being unlocked and amended.
   View	View the details of a record.
   Delete	Delete a record. Note: Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.
   Reopen	Reopen a closed record.
   Authorize	Authorize a record to make it active and available to define entities. Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.
   Audit	Select to view the Maker, Checker, Status, and Modification Number of a record.
   Errors and Overrides	Select to view all existing errors or warnings on the page.

   Note:

   The actions you can perform depend on your role and the record status.
3. View the details of a Revaluation Setup tile.
   1. Click and select View.
      The Revaluation Setup page displays revaluation details.

      Figure 12-3 View Revaluation Setup Details

      
      

      
      Description of "Figure 12-3 View Revaluation Setup Details "

      
      
   2. Click Audit.
      A dialog displays the Maker, Checker, Status, and Modification Number.
4. Unlock and update a Revaluation Setup.
   1. Click and select Unlock.
      The Revaluation Setup page displays.

      Figure 12-4 Revaluation Setup - Unlock

      
      

      
      Description of "Figure 12-4 Revaluation Setup - Unlock"

      
      

      Note:

      The fields that are grayed cannot be updated.
   2. Edit the required fields.

      Note:

      To know more about editing a Revaluation Setup, see Create Revaluation Setup.
   3. Click Save.
5. Approve or Reject the unauthorized Revaluation Setup.
   1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
   2. Click and select Authorize.
      The View page displays.

      Figure 12-5 Approve the Record

      
      

      
      Description of "Figure 12-5 Approve the Record"

      
      

      Table 12-4 Authorize View

      Field Name	Description
      Mod Number<N>	Indicates the number of times the record was modified. Where N represents the number of modifications. Note: For a newly created record the modification number is 1.
      Done By	Name of the user who performed the latest modification.
      Done On	Date on which the record was modified.
      Record Status	The status of the record. Note: To authorize a record, its status should be Open.
      Once Auth	Specifies if the record was authorized at least once. Note: For a newly created record, the value is No.
      Compare (Button)	Click to compare the modified record with the previous version of the record.
      View (Button)	Click to display the record details.

   3. Click the check box besides Mod Number<N> to select the modified record.
   4. Click Approve or Reject.
      The Confirm dialog displays.
   5. Enter any remarks and click Confirm.
      A toast message confirms the successful approval or rejection of the record.