Approving or Rejecting an Associate Max Units/Max Dollar Threshold
To approve or reject a maximum unit or maximum dollar threshold associated with a revenue code:
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From the Reference tab menu, select the Revenue List Code hyperlink.
The system displays the Revenue Codes page.
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From the Filter By drop-down menu, select a filter, enter a search term in the adjacent text box (a required field), and click Go.
For example, from the Filter By drop-down list, select Description and enter a full search term or partial search term with the wildcard character (%) in the adjacent text box, and click Go.
The system displays an updated Revenue Codes page with records that match the filter criteria you entered.
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Select the hyperlink under the Revenue Code column for the code you want to view.
The system displays the Revenue Details page.
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Select Associations from the Show menu.
The system displays the Revenue Associations page.
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From the Filter By drop-down menu in the Associated Max Units/Max Dollar Threshold section, select a filter, enter a search term in the adjacent text box (a required field), and click Go.
For example, from the Filter By drop-down list, select Status and enter “In Review” in the adjacent text box, and click Go.
The system displays an updated Associated Max Units/Max Dollar Threshold section with maximum units/dollar thresholds in “In Review” status.
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Select the checkbox under the checkbox column for the threshold you want to approve or reject.
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Select Approve or Reject.
The system displays the Update Status dialog.
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Select a Reason Code (optional).
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Enter any necessary comments in the Remarks field and click the OK button.
The system exits back to the Revenue Associations page where the max units/max dollar threshold shows the status of “Approved” or “Rejected” in the Associated Max Units/Max Dollar Threshold section.
Related Topics
Associated Max Units/Max Dollar Threshold
Viewing and Modifying Associate Max Units/Max Dollar Thresholds