Adjustments to Related Transactions
Whenever an adjustment is performed on a source item that requires the item to be backed out (transfer, split, manual reversal through the Pre-Approved Expenditure form), Oracle Projects creates reversals for the related items of the source transaction. Oracle Projects creates related items via labor transaction extensions. See also: Labor Transaction Extensions.
You cannot independently process related transactions from the source transactions. However, there are adjustment actions for which related transactions are processed with the source transaction.
Transfer
You can transfer only the source transaction. When you transfer the source transaction, Oracle Projects reverses the source item and the related items, and creates only the new source item in the destination task. Oracle Projects does not create related transactions in the destination project because the related transactions may not be appropriate under the conditions of the project.
You can create new related transactions using the labor transaction extension when the transferred source transaction is cost-distributed.
Split
You can split only the source transaction. When you split the source transaction, Oracle Projects reverses the source item and the related items, and creates the two new source items. Oracle Projects does not create related transactions in the destination project because the related transactions may not be appropriate under the conditions of the project.
You can create new related transactions using the labor transaction extension when the new source transactions are cost-distributed.
Recalc Cost/Revenue
You can mark only the source transaction for cost or revenue recalculation. However, when you mark the source transaction, Oracle Projects automatically marks the related transactions of the source transaction for recalculation.
Change Billable Status
You can change the billable status on both the source transaction and the related transactions. However, a reclassification on a source transaction only will not automatically result in the reclassification of related transactions since these items may have been created with a billable status independent of the source transaction. For example, you may create the source transaction as billable, but you may create the related transaction as non-billable.
Bill Hold/Release
You can perform bill holds and releases on both source transactions and related transactions independently. However, an action performed on a source transaction will not automatically result in the same action on the related transactions. For example, since the transactions are treated independently, a bill hold on a source transaction will not automatically place a bill hold on any related items.
Comment Change
You can change the comment on both the source transaction and the related transactions.
Manual Reversal
You can reverse source transactions only using the Enter Pre-Approved Timecards form. When you reverse a source transaction, Oracle Projects automatically reverses the related items. If you delete the source transaction, Oracle Projects automatically deletes the related items.
Reversal Using Transaction Import
You can reverse source transactions using Transaction Import. When you reverse a source transaction, Oracle Projects automatically reverses the related transactions if the transaction being loaded is an adjustment and the unmatched negative flag is set to No.
See Also
Marking Items for Adjustments
Transaction Controls
Adjusting Expenditure Items
Transferring Expenditure Items
Splitting Expenditure Items
