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Sometimes it is beneficial to be able to make certain changes to records that take effect at a future date. For example, a company is moving locations and will have a new address as of the beginning of next year. The Save As Pending option savestherecordaspendingallowingusertomodifyrecordsprior saves the record aspending allowing userto modify records prior to a specific date and then applies those changes automatically on the scheduled date. When a pending change exists, it automatically enables the Alerts button prompting the user that therearependingchangesonthisrecordthere are pending changesonthis record. In addition a user can  edit and delete pending changes as necessary.

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1. Select the Alerts button.
   • When a pending change exists for a record, the Alerts button is active, notifying the user that there are pending changes on this record.

      

     
     
     
     

2. Expand the Pending Changes hierarchy by selecting the plus sign (+).
   
   
   
   

3. Double-click the pending change in which you want to modify to open the associate   A  lert d Det  a il dialog to see information about the pending changes that will be applied to the record.
   
   

4. Click the Edit
   • The
   button.
   • record r
   • ecord isrefreshed with the pending changes specified in the Alert Detail Dialog.
     
     
5. Make the necessary modifications necessarymodifications to the pending change and select Save As Pending.

   • Even if you decide not to make any modifications to the existing pending change, you still need to select the Save As Pending option to reset the Scheduled Date.

6. Select the date and time the change should take affect from the scheduled date drop-down.

   • The default value is the current date and time.

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Deleting Pending Changes Deleting Pending Changes

Deleting Pending Changes

Follow thesesteps to thesestepsto delete a pending change:

1. Select the Alerts button.
2. When a pending change exists for a record, the Alerts button is active prompting the user that there are pending changes on this record.

3. Expand the Pending Changes hierarchy by selecting the plus sign (+). Double‐click the pending change which you want to delete to open the associated Alert
   Detail dialog.

   
   

4. Click the Delete button.
   
   
   
   
5. Select Yes to confirm the deletion of the pending change. 
6. The associated Pending Changes record is deleted and the change will no longer take effect at the specified date and time.