Submitting an Off-Process Request

Prerequisites

To submit an off-process request, you should have:

  • Accumulation and amendment details defined in the off-process request

  • Adjustment types or billable charge line types defined in the off-process request

Procedure

To submit an off-process request:

  1. Search for the off-process request in the Off-Process Request screen.
  2. In the Search Results section, click the link in the Off-Process Request Information column corresponding to the off-process request that you want to submit.
    The Off-Process Request screen appears.
  3. Click the Submit button in the Off-Process Request zone.

    The system behaves in the following manner:

    If... Then...
    The Approval Required option is selected in the respective off-process request type A To Do of the C1-OFPAP To Do type is created and sent to the approver. The status of the Off-Process Request is then changed to Approval In Progress. Once the approver approves the off-process request, the status of the off-process request is changed to Approved. The system then creates the adjustments or billable charges to amend the accumulation field values. Finally, the status of the off-process request is changed to Processed.
    The Approval Required option is not selected in the respective off-process request type The system creates the adjustments or billable charges to amend the accumulation field values. Finally, the status of the off-process request is changed to Processed.
    Note: The Submit button appears when the off-process request is in the Draft status.

Related Topics

For more information on... See...
How to search for an off-process request Searching for an Off-Process Request
Off-Process Request screen Off-Process Request (Used for Searching)
Off-Process Request zone Off-Process Request