Objective
This article outlines the post-submission review process for sales reports, including how submitted data is evaluated, how to respond to returned reports, and how to withdraw and update submissions prior to final acceptance.
Process
Once received, your report will be closely reviewed by staff. The sales data and diverse expenditures will be reviewed carefully to make sure all the proper data was reported for the period in its correct format.
Returned Reports
If you have not provided key information or incorrect information, the organization may consider it to be an invalid submission. In this case, the organization might “return” the report to you for further review and resubmission. You will receive an email alert if this happens along with a reason for the action.
Click the View link to be directed to your list page filtered to the records with issues. Click Edit on the record and use the reviewer’s comments to make necessary updates, at the bottom Resave the record. Then, Resubmit.
Withdrawn Reports
If you choose to submit the sales report and later, you realize you forgot to add in some data or expenditures, you have the option to withdraw your submission, make any necessary updates and then resubmit.
| NOTE: | The sales report must be in a “Pending Review” status. Once the report has been accepted, you will need to contact the organization, so they can reverse the accepted status and return the report for updates. |
What is the Status of my Report?
Throughout the process, you will receive notifications when status changes. This status can also be viewed on the report in the system. At the end of the review, you will receive a notice with the final status.
Summary
Once submitted, sales reports undergo a detailed review to ensure all data is accurate and complete. If errors or missing information are found, the report may be returned for corrections, and users will be notified via email. Returned reports can be edited and resubmitted directly in the system. If a user identifies an error after submission but before review is complete, they may withdraw the report to make updates. After acceptance, changes require staff intervention. Report statuses are tracked in the system, and users receive notifications throughout the review process.
If you still require additional assistance, close this tab and return back to the system and submit a support ticket.
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