v7 FreeBalance Help

To submit an APPROVAL REQUEST for a Promotion Proposal, follow the steps below:

By default, you will be in Search Mode.

1. Find the Promotion Proposal you want to change the status to Approval Requested.

Note: The Promotion Proposal status should be Created.

• Enter the retrieval criteria 
• Click on the Find icon

2. Select the Promotion Proposal for which you want to submit an Approval Request.

3. Select 'Approval Requested' from the drop down list in the Transition field.

4.  A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.

5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon  to abort the transition.

6. Upon clicking the Finish Icon  a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal  status is now set to Approval Requested.

Approve a Promotion Proposal

 To APPROVE a Promotion Proposal, follow the steps below: 

By default, you will be in Search Mode.

1. Find the Promotion Proposal you want to change the status to Approved.

Note: The Promotion Proposal status should be Approval Requested.

• Enter the retrieval criteria
• Click on the find icon

2. Select the Promotion Proposal you want to Approve.

3. Select 'Approve' from the drop down list in the Transition field.

4.  A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.

5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon  to abort the transition.

6. Upon clicking the Finish Icon  a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Approved.

Reject a Promotion Proposal

 To REJECT a Promotion Proposal, follow the steps below: 

By default, you will be in Search Mode.

1. Find the Promotion Proposal you want to change the status to Rejected.

Note: The Promotion Proposal status should be Approval Requested.

• Enter the retrieval criteria
• Click on the Find icon

2. Select the Promotion Proposal you want to Reject.

3. Select 'Reject' from the drop down list in the Transition field.

4.  A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.

5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon  to abort the transition.

6. Upon clicking the Finish Icon  a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Rejected.

Cancel a Promotion Proposal

 To CANCEL a Promotion Proposal, follow the steps below: 

By default, you will be in Search Mode.

1. Find the Promotion Proposal you want to change the status to Cancelled.

Note: The Promotion Proposal status should be Created or Approval Requested or

• Enter Promotion ID, Date Requested, or other Attributes of the Promotion Proposal.
• Click on the Find icon

2. Select the Promotion Proposal you want to Cancel.

3. Select 'Cancel' from the drop down list in the Transition field.

4.  A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.

5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon  to abort the transition.

6. Upon clicking the Finish Icon  a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Cancelled.