- Accounting Foundation Cloud Service Core Functions
- Issues and Actions
- Tracking and Work flow
- Manage an Action
- Create an Action
16.3.2.1 Create an Action
To create an Action, perform the following steps:
- Navigate to the Inbox by clicking the Inbox button on
the Home page.The Inbox page is displayed.
- On the Inbox page, select the required Issue for which
you need to create an Action.The Issue Details page is displayed.
- On the Actions tab, click Create.
- Set the following values.
Table 16-2 Actions Field Names and Description
Field Name Description Name Type a unique name for the Action related to the Issue. Description Type a description for the Action related to the Issue. Action Type Select the required Action Type:
- Data Adjustments - DQ Errors
- Data Adjustments - Others
- Data Adjustments - Regulatory Reporting
- Reconciliation Adjustments
- Others
- Catalog Extension: Use this to extend the out-of-the-box Data Structure.
Note:
If you select the Adjustment based Action Type, then on the Action Details page, Adjustments Tab is displayed, where you can create an Adjustment for the Action.Criticality Set one of the following criticality levels for the Action:
- Low
- Medium
- High
Start Date Select the beginning date in the range on which you need this Action to be executed. Target Date Select the last date in the range within which you need this Action to be executed. Owner Assign the required Owner for the Action. Comments Add comments for the Action, if required. Attach Documents Use this to attach documents relevant for this Action. The file format can be of type: .xls, .pdf, .txt and .doc - Click Save.A confirmation message is displayed.
- Acknowledge the confirmation message.
- Click outside the Action Details page to close it. The new Action is listed on the Inbox page with the status marked as New along with the other Action details.