Adjustment Approvals

The approvals step in the workflow process gives the organization a means to have a supervisor review and approve the adjustment data entered by the user. The Process field on the Adjustment tab of UM Settings determines the dependency between and order of the approval and validation steps in the adjustment process.

Select the check box in the first column of the row to select that row to be approved. To select all adjustments to be included, select the check box in the column header. Click Submit to perform the validation for the selected accounts.

Approvals may also be performed on an individual adjustment by clicking on the account number hyperlink from the Adjustment List page and then clicking the Approve tab.

This page allows you to review the charge categories affected by the adjustment and then click the Approve button to enter the approval. If another approval is required by a manager or supervisor, the user will see a pop-up that allows the approval to be sent on to a specific manager.

Note: Note: It is not necessary to click Save after approving the adjustment. Click Save only if some piece of information has been changed, as saving will remove the Validation.

On the list page, the first number in the Approved column entry will increment to show that an approval has been added. If the required approvals have been met, then the adjustment is eligible for posting.

If multiple levels of approval are required, those levels display in the Approved column and on the screen above. On the screen above, once the an approval is added, the icon for that level will be colorized.

For all users, a Remove Approval button will display once the transaction is approved. If the approval was entered in error, clicking this will return the transaction to a non-approved status.

If a transaction requires multiple levels of approval and the current user is a manager providing the second level of approval or greater, a Return Approval button will display. If the manager notes issues with the previous level of approval, clicking the button will return the approval to the user who made it.