Authorize and Reject Legal Entity Overrides

Some fields in the warehouse may be set up to require authorization after editing. Once authorized, these fields will be released to the warehouse. If rejected, the edit will not be released to the warehouse and the original value will still be used.

To authorize an override:

  1. In the Reference Desk workspace, in the left navigation pane, click Legal Entities.
    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.



Reject an Override

To reject the override posted to a composite field:

  1. From the Reference Desk workspace, click Legal Entities in the left navigation.
    You see the Legal Entity workspace with all the available legal entity 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.
    You see the search results based on the criteria you selected.

  4. Select the exception you wish to reject and click Edit.
    You see the Edit Legal Entity window with the Details tab selected.

  5. Select the exception for the reference data type you wish to reject.

  6. Click Reject.
    You see the Authorization 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 reject and click Reject.
    You see authorization status for the exception override change from Require Approval to Rejected.

  8. Click Save. The system displays a blue exclamation mark to indicate the override was rejected.

  9. Close the window to return to the Legal Entities workspace.