| Review case |
Assign case |
Use this activity to assign the case to a different person or keep the case assigned to you. You can do the following:
- In the Assigned to search field, search for and select the person that you want to assign the case to.
- In the Short description field, update the description for the case.
- Select one of the following actions:
- Select Save to save your changes.
- Select Start work to start working on the case.
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| Verify and approve accounting fields on PRL |
Review PRLs with missing GL account informaiton |
This activity enables you to review and update the PRLs. Select a PRL, review the missing GL accounting details, update them, and then select Save. Some examples of
possible missing information include Capex, expense and pre-payment accounts. The PRL is updated with GL accounting details. The options are:
- Continue: Select this option to move to the next stage and activity.
- Open List: Select this option to view a list of PRLs.
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| Close case |
Notify the requestor |
Use this activity to email the requestor that the accounting fields on PRL have been verified and approved.
A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text.
Select one of the following actions:
- Send Email: Sends the email instantly.
- Skip: Skips this activity and moves to the next activity.
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| Complete case |
Use this activity to add work notes and close the case. Do the following:
- In the Work notes field, add any comments about the case.
- In the Close notes field, add any closing comments.
- Select Complete case.
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