The Unassign Variance action is available when a variance is in the Reconciler Assigned status. You can access this action from the Variance Scoreboard, Assign to Me Widget or directly within the Paysheet Document tab. This allows you to reassign the variance to a participant for reconciliation.
Unassign Variance Action
Reviewing the Unassign Variance Dialog
Below is an overview of the dialog:
-
Reassign To
You can either type a participant’s name or select one from the dropdown.- The dropdown also shows the number of tasks currently assigned to each participant.
- Once selected, the variance will be reassigned to that participant.
- If you leave the field blank, the variance will return to the Variance Detected status, making it available for reassignment later.
-
Variance
If only one type of variance is triggered on an invoice, the variance field will automatically display that specific type.- However, if multiple variance types are triggered, the field will default to All Variances.
- In this case, users can use the dropdown to select one or more specific variance types they want to assign - it doesn’t have to be all of them.
-
Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
Steps to Unassign a Variance
Steps to Unassign a Variance
- Click the Unassign Variance action.
- In the Reassign To field, select the participant who you want to assign the reconciliation to.
- If you're not sure who to assign it to, leave the field blank. The variance will returned to the Variance Detected status.
- Select the variance type(s) the participant should reconcile.
- Click Unassign to confirm the reassignment.
Unassigning One out of Multiple Variance Type
If an invoice has multiple variance types (Quantity and Price), you don’t have to unassign all at once, you can unassign just one.
Example:
If you choose to unassign only the Quantity variance (leaving Reassign To Blank)
- The system will split the variances into two separate line items:
- Quantity will move back to the Variance Detected status.
- Price will remain in the Reconciler Assigned status.
If you choose to unassign only the Quantity variance (selecting a Reassign To Participant)
- The system will split the variances into two separate line items:
- Quantity will move back to the Reconciler Assigned status under the new Participant.
- Price will remain in the Reconciler Assigned status as the original Participant.
This separation helps clearly show which variance type is still being worked on and which has been unassigned.
Only the selected variance type will be unassigned from the participant.
You can unassign any remaining variance types separately at any time.