Defining an Off-Process Request Type

Prerequisites

To define an off-process request type, you should have:

  • Off-process request type business objects defined in the application

  • Off-process request business objects defined in the application

  • Required approval profiles defined in the application

  • Required To Do role assigned to the C1-OFPAP To Do type in the application

  • Accumulation category defined in the application

  • Amendment field and amendment mode defined in the application

  • Contract type defined in the application

  • Adjustment type and billable charge line type defined in the application

  • Off-process request type status defined in the application

Procedure

To define an off-process request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select O and then click Off-Process Request Type.
    A sub-menu appears.
  3. Click the Add option from the Off-Process Request Type sub-menu.

    The Off-Process Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the off-process request type.

    • Accumulation Amendment Details - Used to specify the accumulation amendment details for the off-process request type.

    • Characteristics - Used to define the characteristics for the off-process request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Off-Process Request Type Used to specify the off-process request type. Yes
    Business Object Indicates the business object using which you are defining the off-process request type. Not applicable
    Description Used to specify the description for the off-process request type. Yes
    Detailed Description Used to specify additional information about the off-process request type. No
    Off-Process Request Business Object Used to indicate the business object using which you want to create the off-process request. Yes
    Status Used to indicate the status of the off-process request type. The valid values are:

    • Active

    • Inactive

    Note:

    You cannot change the status of an off-process request type to Inactive when the corresponding off-process request is in a status other than Processed or Rejected.

    By default, the Active option is selected.

    		 Not applicable
    Amendment Mode Used to indicate the amendment mode selected for the off-process request type. The valid values are:

    • Adjustment

    • Billable Charge

    		 Yes
    Approval Required Used to indicate whether the approval is required before generating adjustments or billable charges through an off-process request. No
    Approval To Do Type Used to indicate that To Do entry of the specified To Do type must be created when an off-process request is submitted for approval.
    Note:

    The Search The Search Icon icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Approval To Do Type field.

    This field appears when the Approval Required option is selected.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required option is selected.
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve an off-process request submitted for approval.
    Note:

    The list includes only those To Do roles which are associated to the specified approval To Do type.

    This field appears only when the Approval Required option is selected.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required option is selected.
  4. Enter the required details in the Main section.
  5. Define the accumulation amendment details for the off-process request type, if required.
  6. Define characteristics for the off-process request type, if required.
  7. Click Save.
    The off-process request type is defined.

Related Topics

For more information on... See...
Off-Process Request Type screen Off-Process Request Type
How to add accumulation details for an off-process request type Adding the Accumulation Amendment Details in an Off-Process Request Type
How to define a characteristic for an off-process request type Defining a Characteristic for an Off-Process Request Type