Upload Request

The Upload Request zone displays the details of the upload request. This zone contains the following sections:

  • Main - This section provides basic information about the upload request. It contains the following fields:

    Field Name Field Description
    Upload Request Information Displays information about the upload request.
    Upload Request Type Indicates the upload request type using which the upload request is created.
    Note: It has a link. On clicking the link, the Upload Request Type screen appears where you can view the details of the upload request type.
    Status Indicates the status of the payment request. The valid values are:

    • Approval In Progress

    • Approved

    • Cancelled

    • Deferred Processing

    • Draft

    • Processed

    • Rejected

    • Submitted

    • Validated
    File Name Displays name of the uploaded file.

  • Statistics - This section lists the statistics of records in the upload request. It contains the following fields:

    Field Name Field Description
    Total Records Displays total number of records in CSV file.
    Valid Records Displays the count of valid data records.
    Error Records Displays the count of data records in error status.
    Pending Records Displays the count of data records pending after successful derivation.
    Invalid Records Displays the count of data records after unsuccessful derivation.
    Processed Records Displays the count of data records after processing.

  • Characteristics - This section lists the characteristics of the upload request. It contains the following columns:

    Column Name Column Description
    Effective Date Indicates the date from when the characteristic is effective for the upload request.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.
  • Record Actions - This section contains the following buttons:

    Column Name Column Description
    Edit Used to edit the details of the upload request.
    Note: The Edit button appears when the upload request is in the Draft or Validated status.
    Delete Used to delete the upload request.
    Note: The Delete button appears when the upload request is in the Draft status.
    Validate Used to validate the upload request.
    Note: The Validate button appears when the upload request is in the Draft status.
    Cancel Used to cancel the upload request.
    Note: The Cancel button appears when the upload request is in the Validated status.
    Submit Used to submit the upload request for approval.
    Note: The Submit button appears when:

    • The upload request is in the Validated status.

    • The Approval Required check box is selected in the upload request type using which the upload request is created.
    Approve Used to approve the upload request.
    Note: The Approve button appears when:

    • The upload request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the upload request.
    Reject Used to reject the upload request.
    Note: The Reject button appears when:

    • The upload request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the upload request.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the upload request is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Status Date/Time Displays the date and time when the upload request status is updated
    Create Date/Time Displays the date and time when the upload request is created.