Assessing an Activation Group

Once the activation group has been maintained, it must be assessed and approved by the Business Owner or Accountant.

When the Contract Phase is "Setup" and the Activation Group Status is "Define", the following actions can be performed:

  1. The Lease Administrator or Accountant must send the activation group to be assessed. The Activation Group Status changes to "Generating Schedules" and then to "Pending Assessment".

    Note: The financial schedules are generated once the activation group is sent to be assessed. These schedules will not be finalized until the activation group is activated and an actual start date is applied.

  2. The Business Owner or Accountant can:
    • Assess and approve the activation group. The Activation Group Status changes to "Pending Classification".
    • Send the activation group back to be reworked. The Lease Administrator or Accountant can return to the activation group and modify it.
  3. Once the activation group is approved, the Business Owner or Accountant can still send the activation group back to be reworked before it is classified. In this case, the Activation Group Status returns to "Define".
  4. The Accountant can now confirm the classification.  

To send an activation group to assessment:

  1. Once the activation group has been maintained, the Lease Administrator or Accountant can click Send to Assessment at the top of the page.
  2. Application and email notifications are automatically sent to the user who was added on the Partners page as having the Assessment Approval responsibility.

To approve an activation group assessment:

  1. Once the Business Owner or Accountant has received a request for assessment, they must open the activation group.
  2. Review the activation group to confirm that it represents what was requested.
  3. At the top of the page, click Approve or Rework.
  4. If required, click Rework to send the approved activation group back to the Lease Administrator or Accountant to modify it.

See also:  

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