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Submit Data for Review

You submit an e.List item to the next reviewer in the planning model hierarchy when you are happy with the data it contains. After you submit the e.list item, the item is locked and you can make no further changes to the data, although you can annotate. The reviewer can either accept or reject the changes you made to the e.List item.

If you entered a value into a cell that has a validation rule defined, and that value is outside the bounds of the specified validation rule, an explanatory or warning message is shown when you attempt to submit the plan. You must correct the data before you can submit an e.List item to the next reviewer.

To submit data, you must have submit rights.

Steps
  1. From the Actions menu, click Submit, or click the Submit icon .

    If errors are identified during the validation process, they are summarized in the Validation Error dialog box, which shows the location of any of the failed rules.

  2. If the Validation Error dialog box appears, double-click the failed item in the dialog box.

    The pointer is moved to the first offending cell in the Web grid.

  3. Make the necessary changes.

  4. To verify that the data entries or changes conform to existing business rules and data-format restrictions, from the File menu, click Validate Data or click the Validate Data toolbar button .

    If no error messages appear, totals are calculated and the data is submitted to the reviewer.

  5. From the File menu, click Close.