4.1.1.1 Manage Adjustment and Adjustment Approval : Manage Adjustment and Adjustment Approval Detailed Process Model Description
Manage Adjustment and Adjustment Approval Detailed Process Model Description
This section provides a detailed description of the “Manage Adjustment and Adjustment Approval” business process, including:
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1.0 Search for Customer
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1.1 Determine Adjustment Type and Amount
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1.2 Populate Adjustment Details and Request Generate Adjustment
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1.3 Add Adjustment and Evaluate Requirements for Approval
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1.4 Create Financial Transaction
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1.5 Review Adjustment
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1.6 Update Adjustment and Request Generate Adjustment
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1.7 Update Adjustment and Evaluate Requirements for Approval
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1.8 Delete Financial Transaction
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1.9 Request Delete Adjustment
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2.0 Delete Adjustment
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2.1 Request Freeze Adjustment
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2.2 Submit Adjustment for Approval
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2.3 Add Adjustment Approval Request
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2.4 Determine Approvers
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2.5 Update Approval Request to "Approval In Progress"
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2.6 Update Approval Request to "No Approval Necessary"
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2.7 Freeze Adjustment and Log Entry
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2.8 Freeze FT for Adjustment
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2.9 Create AP Request Staging
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3.0 Cancel Severance
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3.1 Populate Cancellation Reason and Request Cancel
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3.2 Cancel Adjustment
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3.3 Create and Freeze Reverse Financial Transaction
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3.4 Create To Do Entry for First Approver
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3.5 Determine if Email is to Be Sent
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3.6 Send Email
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3.7 Evaluate Adjustment
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3.8 Provide Approval Justification and Request Add Adjustment Approval Log
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3.9 Add Adjustment Approval Log
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4.0 Request Approve Adjustment
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4.1 Complete To Do Entry
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4.2 Update Approval Request to "Approved"
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4.3 Create To Do Entry for Next Approver
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4.4 Populate Reject Reason
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4.5 Request Reject Adjustment
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4.6 Update Approval Request to "Rejected"
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4.7 Delete Adjustment
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4.8 Evaluate Waiting Approval Period and Number of Reminders
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4.9 Send a Reminder Email
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5.0 Complete To Do Entry
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5.1 Create New To Do Entry for the Supervisor (Timeout Role)
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5.2 Send Adjustment Upload Information
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5.3 Create Pending Adjustment Upload Staging Control Records
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5.4 Create Pending Adjustment Upload Staging Records
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5.5 Find Pending Adjustment Upload Staging Control Records
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5.6 Validate Pending Adjustment Upload Staging Control Records
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5.7 Set Status of Adjustment Staging Control Record to Error
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5.8 Complete Existing ToDos
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5.9 Create New To Do
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6.0 Set Adjustment Staging Control Status to In-Progress
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6.1 Identify Service Agreement for Adjustment
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6.2 Update Adjustment Staging Record to Suspense
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6.3 Link Adjustment to Service Agreement
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6.4 Set Status of Upload Staging Record to Error
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6.5 Identify Successfully Pre-Processed Pending Adjustment Staging Records
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6.6 Add Frozen Adjustment and FT
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6.7 Update Staging Record to Status Complete
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6.8 Evaluate Suspended Adjustment Staging Records
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6.9 Resolve Suspense Adjustment
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7.0 Review and Resolve Adjustment Staging Error
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7.1 Request to Update Staging Status to Pending
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7.2 Update Staging Status to Pending
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7.3 Request to Complete To Do
1.0 Search for Customer
Reference: Manage Adjustment and Adjustment Approval Process Model - Page 1 for the business process diagram associated with this activity.
Actor/Role: CSR
Description: The CSR or Authorized User accesses Control Central Search to locate the customer in CC&B.
Entities to Configure
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Installation Options (Installation Options - Control Central Alerts)
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