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Contents of the Create Project Transfer Journal Entries Screen

Use these fields and options to configure the Create Project Transfer Journal Entries screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Transfer Project

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the project to be transferred. A project is not available for in this screen unless it has been set to Active on the Manage Project Transfer Information screen (the Active check box is selected). You can transfer this outgoing project from any level of the project. Because a potentially large volume of data may be involved, you can compute only one transfer project at a time.

Receiving Project

Field Description
Option

This field always displays One.

Start

This non-editable field displays the receiving project that was linked to the transfer project on the Manage Project Transfer Information screen.

Ending Subperiod

These fields were selected on the Manage Project Transfer Information screen and cannot be modified on this screen.

Field Description
Option

This field always displays One.

Fiscal Year

This field displays the transfer project's fiscal year.

Period

This field displays the transfer project's fiscal period.

Subpd

This field displays the transfer project's subperiod.

Ending Date

This non-editable field displays the ending date of the selected subperiod.

Include Labor Detail History

Select this check box to include the labor detail history for this project in the transfer. If you would like to see all prior labor transactions on the Receiving Project, select this check box.

Selecting this check box transfers labor hours and labor costs at the GLC (General Labor Category)/PLC (Project Labor Category/Employee/Vendor) level and creates a journal entry. The journal entry tables, JE_TRN_LAB_EMPL and JE_TRN_LAB_VEND, are updated.

Check Update Open Billing Detail Flag

Select this check box to update open billing detail when the journal entry created during the transfer is posted to the General Ledger. Select this check box if the transactions on the receiving project are billable. 

Compute Project Transfer

Click to compute the transfer amounts and validate the transactions.

If any errors occur during the computation, the application automatically prints a project transfer error report. You must correct all errors or the process does not continue. If no errors exist, the application inserts all transactions into the journal entry tables (JE_HDR and JE_TRN) with the new journal code of PJE (Project Transfer Journal Entry). If the Include Labor Detail History check box is selected, all labor transactions are inserted into the Labor subtasks of the Manage Journal Entries  screen (JE_TRN_LAB_EMPL and JE_TRN_LAB_VEND). You cannot modify the journal entry that is created; it debits the receiving project and credit the transfer project. If you want to modify a journal entry, you must delete the entire JE and recompute the Project Transfer.

After the process is successfully completed, the transfer project on the Manage Project Transfer Information screen is set to inactive (the Active check box is not selected). The process number and journal entry numbers that were created are stored in the PROJ_XFER_LOG table.