Approving a Payment Agreement Request

You can view the number of payment agreement requests which are pending for approval in the Payment Agreement Request screen. The approver can review, and accordingly approve or reject the payment agreement request based on the observations.

Note: The system will not allow you to approve or reject a payment agreement request submitted by you.

Procedure

To approve a payment agreement request:

Do either of the following:

If you want to...	Then...
Approve a payment agreement request through the Payment Agreement Request screen	Search for the payment agreement request in the Payment Agreement Request screen. In the Search Results section, click the link in the Payment Agreement Request Information column corresponding to the payment agreement request which you want to review.
Approve a payment agreement request from the To Do List screen	Click the Menu link in the Application toolbar. A list appears. From the Main menu, select To Do and then click To Do List. The To Do List screen appears. In the To Do List screen, click the Search () icon corresponding to the To Do Type field. On clicking the Search icon, the To Do Type for User Search window appears. Enter the C1-PAREQ in the To Do Type field. Click the Search button corresponding to the To Do Type field. The To Do List screen appears. Select the Open option from the Filter by list to view all unassigned To Dos. Click the link in the Message column corresponding to the To Do of the payment agreement request that you want to review.

If you want to...

Then...

Approve a payment agreement request through the Payment Agreement Request screen

Search for the payment agreement request in the Payment Agreement Request screen.
In the Search Results section, click the link in the Payment Agreement Request Information column corresponding to the payment agreement request which you want to review.

Approve a payment agreement request from the To Do List screen

Click the Menu link in the Application toolbar.

A list appears.
From the Main menu, select To Do and then click To Do List.

The To Do List screen appears.
In the To Do List screen, click the Search () icon corresponding to the To Do Type field. On clicking the Search icon, the To Do Type for User Search window appears.
Enter the C1-PAREQ in the To Do Type field.
Click the Search button corresponding to the To Do Type field.

The To Do List screen appears.
Select the Open option from the Filter by list to view all unassigned To Dos.
Click the link in the Message column corresponding to the To Do of the payment agreement request that you want to review.

The Payment Agreement Request screen appears.

Review the payment agreement request details.
Click the Approve button in the Payment Agreement Request zone.
The status of the payment agreement request is changed to Active.
Note:
The Approve button appears when:
- The payment agreement request is in the Approval In Progress status.
- A user with the approval To Do role is reviewing the payment agreement request.
You cannot approve a payment agreement request for a delinquency process when the delinquency process is either in the Canceled, Completed, or Terminated status.

Related Topics

For more information on...	See...
Payment Agreement Request screen	Payment Agreement Request (Used for Searching)
How to search for a payment agreement request	Searching for a Payment Agreement Request
Payment Agreement Request screen	Payment Agreement Request (Used for Viewing)
Payment Agreement Request zone	Payment Agreement Request