Approval notes
You can specify notes to the approver by clicking the icon on the toolbar. Specify notes in the Submitter's Notes box. If the view includes multiple units, you can specify a separate note for each unit. To globally save notes for all the units and close the dialog box, click then . You can additionally add a cell note to any writable cell on the grid.
Approval process notes behave differently than cell notes:
- You can specify cross-dimensional information in the same text box for a unit. For example, notes specified for New York display regardless of the selected currency, exchange rate, or accumulation method (the non-status dimensions). Consequently, notes should reference any specific dimension members or accounts for which the comments apply.
- Once data is submitted for approval, notes displaying in the Submitter's Note box cannot be revised. They are only available for revision again if the approver rejects the submitted data.
- Approval notes do not display in the Annotation report.
The vertical bar character ( | ) is not allowed in notes.