Review data for an authorisation process

Activity Steps

  1. Open the required Authorise screen.
  2. Find the data authorisation process you want to review.

    Note: Use the navigation links below the list to move between pages or enter a numeric date search term in the Quick Search box and click Search.

  3. In the Actions column, click Approve.

    The Approve screen for the data authorisation process displays.

  4. Review any messages that display in red text at the top of the screen. These messages describe validation rule violations; for example, overrides in use or values that exceed expected limits.
  5. Review the data summary.
  6. If a Warning - Data may not be final message displays, click Reload to refresh the page until no further warnings display. The message displays when one or both of the following scenarios could affect data in the authorisation process:
    • The server is processing calculations. The number of pending calculations displays in the message. You can also View queued calculations in the Calculation Queue screen.
    • The JKMetAccount statistical mass balance engine is running a balance. The balance date and number of pending balances display in the message. The balance engine runs balances in 'batches'. If you reload the page as the engine starts a new batch, the number of pending balances may increase if additional balances have been queued for processing since the last system check. (Only applicable for Production Accounting configurations with JKMetAccount integration).
  7. If you need to change or correct data:
    1. Open the relevant data entry screen(s) and edit data as required.

      Note: You can open data entry screens in another browser tab or window. See Browser navigation.

    2. Wait for the Production Accounting server to finish processing calculations and/or for the JKMetAccount balance engine to finish running balances. Warning messages display on the Approve screen as described in step 6.
    3. Click Reload in the warning message (if displayed) or your browser's Refresh icon to refresh the Approve screen.

After you review the data, you can approve or reject it. See Approve data for an authorisation process or Reject data for an authorisation process.