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Oracle Utilities Customer Care and Billing Release 2.4.0
4.1.1.1 Manage Adjustment and Adjustment Approval
Brief Description
Actors/Roles
Business Process Diagrams
Manage Adjustment and Adjustment Approval Detailed Process Model Description
1.1 Determine Adjustment Type and Amount
1.2 Populate Adjustment Details and Request Generate Adjustment
1.3 Add Adjustment and Evaluate Requirements for Approval
1.4 Create Financial Transaction
1.5 Review Adjustment
1.6 Update Adjustment and Request Generate Adjustment
1.7 Update Adjustment and Evaluate Requirements for Approval
1.8 Delete Financial Transaction
1.9 Request Delete Adjustment
2.0 Delete Adjustment
2.1 Request Freeze Adjustment
2.2 Submit Adjustment for Approval
2.3 Add Adjustment Approval Request
2.4 Determine Approvers
2.5 Update Approval Request to "Approval In Progress"
2.6 Update Approval Request to "No Approval Necessary"
2.7 Freeze Adjustment and Log Entry
2.8 Freeze FT for Adjustment
2.9 Create AP Request Staging
3.0 Cancel Severance
3.1 Populate Cancellation Reason and Request Cancel
3.2 Cancel Adjustment
3.3 Create and Freeze Reverse Financial Transaction
3.4 Create To Do Entry for First Approver
3.5 Determine if Email is to Be Sent
3.6 Send Email
3.7 Evaluate Adjustment
3.8 Provide Approval Justification and Request Add Adjustment Approval Log
3.9 Add Adjustment Approval Log
4.0 Request Approve Adjustment
4.1 Complete To Do Entry
4.2 Update Approval Request to "Approved"
4.3 Create To Do Entry for Next Approver
4.4 Populate Reject Reason
4.5 Request Reject Adjustment
4.6 Update Approval Request to "Rejected"
4.7 Delete Adjustment
4.8 Evaluate Waiting Approval Period and Number of Reminders
4.9 Send a Reminder Email
5.0 Complete To Do Entry
5.1 Create New To Do Entry for the Supervisor (Timeout Role)
5.2 Send Adjustment Upload Information
5.3 Create Pending Adjustment Upload Staging Control Records
5.4 Create Pending Adjustment Upload Staging Records
5.5 Find Pending Adjustment Upload Staging Control Records
5.6 Validate Pending Adjustment Upload Staging Control Records
5.7 Set Status of Adjustment Staging Control Record to Error
5.8 Complete Existing ToDos
5.9 Create New To Do
6.0 Set Adjustment Staging Control Status to In-Progress
6.1 Identify Service Agreement for Adjustment
6.2 Update Adjustment Staging Record to Suspense
6.3 Link Adjustment to Service Agreement
6.4 Set Status of Upload Staging Record to Error
6.5 Identify Successfully Pre-Processed Pending Adjustment Staging Records
6.6 Add Frozen Adjustment and FT
6.7 Update Staging Record to Status Complete
6.8 Evaluate Suspended Adjustment Staging Records
6.9 Resolve Suspense Adjustment
7.0 Review and Resolve Adjustment Staging Error
7.1 Request to Update Staging Status to Pending
7.2 Update Staging Status to Pending
7.3 Request to Complete To Do
Installation Options - Control Central Alerts
Adjustment Type Entities to Configure
Algorithm Types for Adjustments
Business Object Algorithms
Related Training