Submitting data for approval

Submitters Only

Before submitting data for approval:

• Specify and save local data to the database by clicking Submit Data. Local currency is automatically consolidated when saving to the database.
• Translate intercompany data into local currency using the Summary Local IC Data page, and then consolidate the data to calculate formulas and update totals.
• If submission for approval is based on translated values, run a consolidation.
• Review the data.
• Click Submit Data for Approval.

Immediately after submitting data for approval:

• The Approval process may send an email to each submitter and approver assigned to the units to inform them the data is ready for approval.
• The status changes to Submitted.
• The Submit for Approval button is no longer available on the toolbar. If you are also an approver for the same units, the Approve and Reject buttons immediately display in the toolbar.