Capital Request Revisions - WebTMA 7

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.

Records on this window in a Pending Workflow state can have Work Elements added or removed as needed. On the Details Tab, when making Work Element selection, line items may display a Gold Shield while others do not.

  • A Gold Shield icon on a Work Element line, indicates that the Work Elements are currently linked to the base Capital Request.

  • No Gold Shield is visible if the Work Element has been proposed for addition to the base Capital Request.

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.

 

Want to Know More?

Visit the WebTMA Help Page

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.