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  • Ensures there is at least one valid line item on the transaction
  • Ensures that all default GL Accounts can be assigned.
    • The “Settlement Accrual” account for the fisherman
  • Ensures the Doc Date resides within a valid fiscal period as determined by the host system
  • Ensures the checkbook has a cash account assigned (if a payment was recorded)

Once the status has been successfully updated to “Approved”, all the editable fields, with the exception of Status, will be disabled.

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