Submitting an Adjustment Data File for Approval

Procedure

To submit an adjustment data file for approval:

  1. Search for the adjustment upload request (which is created while uploading the file that you want to submit for approval) 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 submit for approval.

    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. Click Submit for Approval in the Adjustment Upload Request zone.
    The status of the adjustment upload request is changed to Pending for Approval. A To Do is created using the C1-ADJUP To Do type. Users having a To Do role to which the C1-ADJUP To Do type is associated can view the To Do from the To Do List screen. On clicking the Submitted Message link corresponding to the To Do, the Adjustment Upload Request screen appears where you can review the records of the adjustment data file.
    Note:

    The Submit for Approval button appears when:

    • The adjustment upload request is in the Pending status.

    • The approval workflow process is configured for the upload request type using which the adjustment data file is uploaded.

Related Topics

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