Managing Comp Requests

Prerequisites for Comp Requests

Approving a Comp Request

1. From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Routing Instructions. The Comp Routing Instructions screen appears.

2. Enter search criteria and click Search. If you are searching for pending comp requests, only select the Request check box and then click Search.

3. From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.

4. On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Edit.

5. Select the Comp option and finish the setup of the comp routing instruction as described in Managing Comp Routing Instructions.

Declining a Comp Request

1. From the Comp Routing Instructions screen, enter search criteria and click Search.

2. From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.

3. On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Edit.

4. Click Decline.

Deleting a Comp Request

1. From the Comp Routing Instructions screen, enter search criteria and click Search.

2. From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.

3. On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Delete.