FAQ
Can an activity be changed after submission?
Submitted activity records should only be changed through the configured correction or withdrawal process. Material changes may require reapproval.
Why can I not select a budget when creating an activity?
The budget must already be approved. Draft and pending approval budget applications are not available for selection. The activity category, department, product, and market should also match the activity being created.
Why does the requested amount show an error?
Check whether the requested amount is greater than the budget cap on the selected budget line. The requested amount must stay within the approved budget cap.
Why can I not select an activity or meeting date?
The activity date should fall within the approved budget period. Meeting dates should fall within the activity start and end dates.
When is finance review required?
Finance review is required when the activity includes budget lines, reimbursement impact, expense settlement, or any configured financial threshold.
How should duplicate attendees be handled?
Use the master data record when available and merge or remove duplicate planned attendee entries before submission.
What happens when an activity is rejected?
The requester should review the rejection comments, correct the activity where appropriate, and resubmit if the business process allows it.
Why does submit fail with a required-field message?
Review each wizard step and complete every required field. Common missing items include invitation file, organizer, sponsorship type, meeting information, and requested amount.
Where should screenshots be stored?
Store Activity Management images in docs/assets/activity/ and reference them with a relative path such as: