Path: Transactions > Capital Requests > Capital Request Revisions
The Capital Request Revisions window looks somewhat like the Capital Requests window and is used to modify a Capital Request that has been Closed.
When the Capital Request number is selected on the Identity Tab, the work elements associated with the Capital Request are automatically loaded into the Work Elements grid on the Details Tab (these grid rows cannot be deleted). The Request's locked work elements can be funded/unfunded from there.
Records on this window in a Pending Workflow state can have Work Elements added or removed as needed.
New work elements can be added to closed Capital Requests in Edit mode. These grid rows have a delete button.
Work Elements are filtered based on the Capital Setup and cannot be scheduled beyond the Setup budget year.
After you have completed the Details Tab, the record can be submitted. In Submitted state, the record is fully locked and initializes Approval Routing.
- If Approval Routing is not used, the record automatically advances to the Closed state, and the changes are applied to the base Capital Request.
- If Approval Routing is Accepted, the record is Closed, and the changes are applied to the base Capital Request.
- If Approval Routing is Rejected, the record returns to the Pending state and is once again fully editable.
The Capital Request Revisions window has no Active state. Once approved, the record is closed, and the changes are applied to the base Capital Request.
Any unfunded Work Elements are marked as released, which makes the Work Elements eligible to be linked to other Capital Requests.