6.2.2 Pending for Approval

This topic provides the systematic instructions to user to re-route and prioritize ( Pending for Approval) the transactions.

Figure 6-16 Re-route and Prioritize ( Pending for Approval)



Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 6-8 Re-route and Prioritize ( Pending for Approval) - Field Description

Field Name Description
Pending for Approval Following fields will be displayed for Pending for Approval tab
Count of transactions pending approval All- Displays the total count of all the transactions pending approval Financial- Displays the count of financial transactions pending approval out of the total count

Non-Financial- Displays the count of non-financial transactions pending approval out of the total count

Urgent- Displays the total count of urgent transactions (prioritized and in grace period) pending approval

Financial Table Displays the module wise count of financial transactions pending approval.

It also displays the following details:

  • Count of transactions pending approval within each module
  • Count of urgent transactions (prioritized and in grace period) pending approval within each module

Click on the count link to view the list of all transactions pending approval within the module.

Non-Financial Table Displays the module wise count of non-financial transactions pending approval.

It also displays the following details:

  • Count of transactions pending approval within each module
  • Count of urgent transactions (prioritized and in grace period) pending approval within each module

Click on the count link to view the list of all transactions pending approval within the module.

Reference Number Allows to search based on exact reference number of transaction across modules.
Date Filter Allow to search the past transactions pending for approval.

Specify the period for which you wish to view transactions.  Search will be based on the transaction date range.

To re-route/prioritize transaction:

  1. Perform one of the following actions:
    • Click on count link within the module to view the transaction list for re-route/prioritize.

      The list of the transactions pending approval within a module with the prioritized and in-grace tags appears.

    • In Reference Number field, enter exact number, and click the search icon to search specific transaction for re-route/prioritize.
    • Click on the date filter, and specify the period for which you wish to view back dated transactions.

      Note:

      The search will be within module.
    • Click the filter icon to enter filter new criteria.

      Based on the defined criteria you can view list of transactions pending for approval within a module.

    • Click Apply to search the transaction based on selected criteria.
    • Click Reset to clear the entered details.

      Note:

      The search will be module specific, not across modules.

      Figure 6-17 Re-route and Prioritize (Pending for Approval) Summary within module screen



      Note:

      The fields which are marked as Required are mandatory.

      For more information on fields, refer to the field description table.

      Table 6-9 Re-route and Prioritize (Pending for Approval) Summary within module screen - Field Description

      Field Name Description
      Transaction Type Displays the transaction type.
      Initiated by Displays the name of the user who has initiated the transaction.
      Date Displays the transaction initiation date.
      Reference Number Displays the transaction reference number.
      Account Number Displays the account number of the transaction.

      This field is displayed for Financial transaction.

      Re-route Workflow Click on Assign link to re-route approval workflow for the transaction.
      High Priority Click on link to mark the transaction as high priority or undo prioritization for the transaction.

      Figure 6-18 Re-route and Prioritize (Pending for Approval) Transactions – Filter Criteria



      Note:

      The fields which are marked as Required are mandatory.

      For more information on fields, refer to the field description table.

      Table 6-10 Re-route and Prioritize (Pending for Approval) Transactions – Filter Criteria - Field Description

      Field Name Description
      Filter Criteria Search the transaction based on the criteria.

      Note:

      The filter criteria in overlay screen will be changed based upon the module selected.
      Module The selected module is defaulted which can be changed to view the transactions pending approval within a specific module.
      Reference Number Reference number of specific transaction which is to be searched.
      Description/ Transaction Name The transactions can be filtered based upon transaction name or description.
      Initiation From Date – To Date The period can be specified for which the user wants to view the transactions pending approval. Search will be based on the transaction initiation date range.
      Initiated By (First Name) The first name of user who has initiated the transaction.
      Initiated By (Last Name) The last name of user who has initiated the transaction.
      Urgency The transactions can be viewed based on its urgency type.

      It can be:

      • Prioritized
      • In-Grace Period.
  2. Perform one of the following actions:
    • Click on option under High Priority column to Prioritize/Undo Prioritize against the specific transaction record.
    • Click on Assign option against the specific transaction record under Re-route Workflow column to re-route the transaction record.

      The Workflow Details overlay screen appears.

    • Select multiple transactions together to route/reroute and click Reroute.

      The Details popup appears.

    1. Click the refresh icon to refresh the process.
    2. Click on the record, the transactions with the exact matching approval rules (provided all rules of one transaction is/are matching with another transaction) will be grouped together along with the evaluated.

      Figure 6-20 Re-route and Prioritize (Pending for Approval) Transactions with matching groups



    Note:

    Status of the transaction which is re-routed changes to Re-routed.

    Click the modify icon against the specific transaction to re-route workflow.

  3. Select the group to which workflow to be re-routed.
  4. Click on the Assign option to re-route the selected group.
    The Reroute overlay screen appears.

    In the Re-route Workflow tab:

    1. View and select new approval rule to re-route from all the resolved rules applicable at the time of re-routing for the group.
    2. Perform one of the following actions:
      • Click Re-route to assign the workflow to the selected transaction.
      • Click Cancel to cancel the group.
      • Click Back to navigate back to previous screen.
      • Click Prioritize/ Undo Prioritized to update the priority status of the transaction.

      Figure 6-21 Workflow Details - Re-route Workflow tab



      Note:

      The fields which are marked as Required are mandatory.

      For more information on fields, refer to the field description table.

      Table 6-11 Workflow Details - Re-route Workflow tab - Field Description

      Field Name Description
      Re-route Workflow tab  
      Rules for re-route Displays the rules for re-routing for the group.
      Prioritize Click on the Priority link to set the priority for the transaction.

      Note:

      Click Undo Prioritized link to remove the priority level of the transaction.