Approving an Adjustment Data File

Procedure

To approve an adjustment data file:

  1. Search for the adjustment upload request (which is created while uploading the file that you want to review) in the Adjustment Upload Request screen.
  2. In the Search Results section, click the link in the Upload Request Information column corresponding to the adjustment data file that you want to review.

    The Adjustment Upload Request screen appears. It contains the following two tabs:

    • Main - This tab contains the following two zones:

      • Adjustment Upload Request - Displays the details of the adjustment upload request.

      • Adjustment Data Records - Lists the adjustment records which are uploaded through the adjustment data file.

    • Log - This tab lists the complete trail of actions performed on the adjustment upload request.

  3. Review the records of the adjustment data file in the Adjustment Data Records zone.
  4. If the adjustment data file is appropriate, then click Approve in the Adjustment Upload Request zone.

    The Defer algorithm attached to the upload request type using which you have uploaded the adjustment data file is triggered. If the number of records in the adjustment data file does not exceed the online record process limit (defined in the Defer algorithm), the system creates adjustments in the real time (i.e. immediately). In addition, the adjustment information string appears corresponding to each adjustment record in the Adjustment Data Records zone and the status of the adjustment upload request is changed to Completed. However, if the number of records in the adjustment data file exceeds the online record process limit, the system creates adjustments in the deferred mode and the status of the adjustment upload request is changed to Deferred.

    Note:

    Deferred mode means in the background when the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked. You can configure the Upload Request Periodic Monitor (C1-UPLRQ) batch such that it is executed at regular intervals. When the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked, the system checks whether there are any adjustment upload requests in the Deferred status. If there is an adjustment upload request in the Deferred status, the system creates adjustments for the adjustment data file. Once the adjustments are created, the adjustment information string appears corresponding to each adjustment record in the Adjustment Data Records zone and the status of the adjustment upload request is changed to Completed.

    The Approve button appears when:

    • The adjustment upload request is in the Pending for Approval status.

    • A user with the approval To Do role is reviewing the adjustment data file.

Related Topics

For more information on... See...
How to search for an adjustment upload request Searching for an Adjustment Upload Request
Adjustment Upload Request zone Adjustment Upload Request
Adjustment Data Records zone Adjustment Data Records