Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To authorize an override:

  1. From In the Reference Desk workspace, click Legal Entities in the left navigation pane.
    You see the Legal Entity workspace with all the available detail data.
  2. Click the View By drop down and then select Legal Entities and their Exceptions.
  3. Complete the required search criteria and click the Search button.
  4. Select the exception you wish to authorize and then click Edit.
    You see the Edit window with the Details tab selected.
  5. Select the exception for the reference data type you wish to authorize.
  6. Click Authorize.
    You see the Authorize dialog box with the list of fields that have been overridden and require authorization by a manager.
  7. Select the exception override you wish to authorize and click Authorize.
    You see the authorization status for the exception override change from Require Approval to Authorized.
  8. Click Save.
     The system clears the pending authorizations.
  9. To close the Authorize window, click the red X in the top right corner to return to the Legal Entity workspace.

...