PN Schedule Approval Status Upload changes the approval status of existing Oracle Property Manager payment and billing schedules from Excel – Approve, Un-Approve (return to Draft), or place On Hold – replicating the Authorize Payments / Authorize Billings forms. It cannot create, delete or otherwise edit schedules.
When to use it
- Mass-approve (authorize) many payment or billing schedules at once instead of approving them one by one.
- Un-approve schedules back to Draft (for example to correct an item before it is exported to AP/AR).
- Put schedules On Hold to temporarily stop them being picked up for export.
- Change the approver and/or GL period recorded against schedules during an approval run.
- As part of a period-close routine, approve a filtered batch of schedules before exporting to Payables/Receivables.
Before you start
- Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
- A lease exists with generated payment or billing schedules; for approvals, the target GL period is open or future-enterable.
- For approval, the schedule’s underlying items must be complete (valid AP/AR setup, enabled accounting, non-zero amounts).
Step 1 – Choose a mode, set the parameters and download
In Blitz Report, open PN Schedule Approval Status Upload, choose an Upload Mode (Create, Update – the default – downloads existing schedules to amend; Create gives an empty template to paste into), and set the parameters:
| Parameter | Purpose |
|---|
| Upload Mode | Create or Create, Update. Default is Create, Update. (No new schedule is ever created – this only updates status.) |
| Operating Unit / Lease / Schedule Status / dates / Location | Restrict which existing schedules are downloaded. |
| Schedule Status | Filter by current status; defaults to Draft so un-approved schedules are pulled in for approval. |
Run the upload to download and open the Excel file.
Step 2 – Set the new status
On each row set the Payment Billing Status – Approved, Draft, or On Hold. When approving, you may also set the Approved By and Period (both default automatically if left blank). The lease, schedule date and amounts are read-only – they identify the schedule.
Step 3 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 4 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which applies the status change to each schedule. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Payment/billing schedules with their approval status changed (approved, returned to draft, or on hold).
- A result report listing every row with a status (success or error) and a message.
Common questions
Can I create new payment or billing schedules with this upload?
No. It only changes the approval status of schedules that already exist.
What’s the difference between Approved, Draft and On Hold?
Approved authorizes the schedule (recording an approver and GL period) so it can be exported to AP/AR; Draft returns it to an un-approved state; On Hold temporarily prevents it from being processed. Approver and Period apply only to Approved rows.
I’m approving but left Approved By / Period blank – is that OK?
Yes. Approved By defaults to the user running the upload, and Period is derived from the schedule’s date. The Period must be open or future-enterable in the schedule’s ledger.
Why does a row say “Update not required”?
The schedule is already in exactly the status (and, for approvals, the same approver and period) you requested.
Why can’t I edit the lease, schedule date or amounts?
Those columns identify the schedule and are read-only. Only Payment Billing Status, Approved By and Period are editable.
Troubleshooting
| Message | Cause | What to do |
|---|
| No matching Payment Schedule found | The key columns don’t match any schedule (typically in pasted Create-mode rows). | Correct the key columns; prefer downloading rows in Create, Update mode so the schedule is identified exactly. |
| Multiple Payment Schedules found | The key columns matched more than one schedule. | Narrow the row’s identifying values so it points to exactly one schedule. |
| Period is not a valid open or future enterable period | The Period given isn’t open or future-enterable in the schedule’s ledger. | Choose a period that is Open or Future-Enterable for that ledger. |
| Property Manager item-completeness message (missing AP/AR setup, disabled accounting, zero amount) | The schedule’s underlying items aren’t ready for approval. | Complete the item setup in Property Manager, then re-run the approval. |
| Approved By is not a valid user | The approver isn’t a valid EBS user. | Pick a valid user from the dropdown. |
