A/P VOUCHER SUSPENSE SETUP  

Use this screen to determine how the Multicurrency A/P Voucher Preprocessor replaces invalid charging data. The A/P Voucher Suspense Setup screen consists of two major sections: the Validation Method group box and the Suspense Values group box. In the Validation Method group box, you can choose the method by which the preprocessor will replace invalid data with the suspense values. In the Suspense Values group box, you can designate the values to be used for replacement.

Fill out this screen and save your selections before running the Multicurrency A/P Voucher preprocessor. The preprocessor uses your selections to replace invalid charging data with the suspense value data you provide, depending on the data replacement method you choose.

Validation Method

Use this group box to specify the data replacement method you want the preprocessor to use. You can choose either a "single" method (e.g., account only, project only) or a "combination" method (e.g., account/organization or project/account/ organization) for replacing items that fail the preprocessor validations. You cannot select both methods across the different validation items; i.e., if you select a "combination" method in one box, you must select that same "combination" method in all group boxes, where applicable. If you select a "single" method, other validations will be automatically set to No Substitution.

If Account fails replace

Use this group box to specify how you want the preprocessor to handle accounts that fail validation.

Account

Select this radio button to replace an invalid account with the project or non-project account entered in the Suspense Values group box. Only the account will be replaced; the remaining information on the row will be subjected to normal validation procedures. If you select this method, you must enter a project and a non-project account in the Suspense Values group box.

Account/Org

Select this radio button to replace an invalid account and the organization with the account and organization entered in the Suspense Values group box. When you save your selections, the system will verify that they are linked in the Organization Account table. If you select this radio button, you must also select it in all other applicable group boxes.

Proj/Acct/Org

Select this radio button to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Suspense Values group box. If it is a non-project account, only the account/organization will be replaced. When you save your selections, the system will verify that these items have been appropriately linked. If you select this radio button, you must also select it in all other applicable group boxes.

No Substitution

If you select this radio button, the system will select those records that fail validation because of an account and write them to the error file without uploading them. If you entered a project or non-project account in the Suspense Values group box, it will not be used.

If Org fails replace

Org

Select this radio button to replace an invalid organization with the organization entered in the Suspense Values group box. Only the organization will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Account/Org

Select this radio button to replace an invalid account and the organization with an account and organization entered in the Suspense Values group box. When you save your selections, the system will verify that they are linked in the Org Account table. If you select this radio button, you must also select it in all other applicable group boxes.

Proj/Acct/Org

Select this radio button to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Suspense Values group box. Only the account/organization will be replaced in the case of a non-project account. When you save your selections, the system will verify that these items have been appropriately linked. If you select this radio button, you must also select it in all other applicable group boxes.

No Substitution

If you select this radio button, the application will select those records that fail validation because of an organization and write them to the error file without uploading them. If you entered an organization in the Suspense Values group box, it will not be used.

If Project fails replace

Project

Select this radio button to replace any invalid project with the project entered in the Suspense Values group box. Only the project will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Proj/Acct/Org

Select this radio button to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Suspense Values group box. If you select this radio button, you must also select it in all other applicable group boxes.

No Substitution

If you select this radio button, the application will select those records that fail validation because of a project and write them to the error file without uploading them. If you entered a project in the Suspense Values group box, it will not be used.

If PLC fails replace

Note:  This group box will not display if you are importing data from Deltek Expense.

PLC

Select this radio button to replace the invalid PLC with the PLC entered in the Suspense Values group box. Only the PLC will be replaced; the remaining information on the row will be subjected to normal validation procedures.

PLC/Proj

Select this radio button to replace an invalid PLC and project with the project and a PLC entered in the Suspense Values group box. The application will check the Project Labor Category table to see whether the PLC/Project is valid.

PLC, then Proj

Select this radio button to replace the PLC with the PLC in the Suspense Values group box. If the new combination does not pass validation, the preprocessor will replace the project as well. The application will also verify that the project and PLC are in the Project Labor Category table.

No Substitution

If you select this radio button, the system will select those records that fail validation because of a PLC and write them to the error file without uploading them. If you entered a PLC in the Suspense Values group box, it will not be used.

If Acct/Org Combo fails replace

Account

Select this radio button to replace the invalid account with the project or non-project account entered in the Suspense Values group box.  Only the account will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Acct, then Org

Select this radio button to replace the account with the account entered in the Suspense Values group box. If the new account/organization combination does not pass validation, the preprocessor will also replace the organization.  The application will verify that the accounts and organizations have been properly linked in the Org Account table.

Proj/Acct/Org

Select this radio button to replace the project/account/organization with the project account, non-project account, organization, and project entered in the Suspense Values group box.  If you select this radio button, you must also select it in all other applicable group boxes.

Org

Select this radio button to replace the invalid organization with the organization entered in the Suspense Values group box. Only the organization will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Org, then Account

Select this radio button to replace the organization with the organization in the Suspense Values group box. If this new combination fails validation, the preprocessor will also replace the account. The application will also verify that the accounts and organizations have been properly linked in the Org Account table.

Account/Org

Select this radio button to replace both the account and organization with the project account, a non-project account, and organization entered in the Suspense Values group box. When you save your selections, the system will verify that they are linked in the Org Account table. If you select this radio button, you must also select it in all other applicable group boxes.

No Substitution

If you select this radio button, the preprocessor selects those records that fail validation because of an account/organization combination and writes them to the error file without uploading them. If you entered an account/organization combination in the Suspense Values group box, it will not be used.

If Proj/Acct/Org Combo fails replace

Account

Select this radio button to replace the invalid project/account/organization combination with the project or non-project account entered in the Suspense Values group box. Only the account will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Account/Org

Select this radio button to replace an invalid account and organization with the project account, a non-project account, and an organization entered in the Suspense Values group box. When you save your selections, the system will verify that they are linked in the Org Account table. If you select this radio button, you must also select it in all other applicable group boxes.

Proj/Acct/Org

Select this radio button to replace the project/account/organization with the project account, non-project account, organization, and project entered in the Suspense Values group box. If you select this radio button, you must also select it in all other applicable group boxes.

Account/Org, then Project

Select this radio button to replace the account and organization with the project account, non-project account, organization, and project entered in the Suspense Values group box. If the record still fails validation, the project will also be replaced.

Org

Select this radio button to replace the organization of the invalid project/account/ organization combination with the organization entered in the Suspense Values group box. Only the organization will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Acct, then Org, then Project

Select this radio button to replace the account first. If the new combination fails validation, it will replace the organization and project. If you select this radio button, you must enter a project account, a non-project account, an organization, and a project in the Suspense Values group box.

Org, then Acct, then Project

Select this radio button to replace the organization. If that fails validation, then the application will replace the account and project. You must enter a project account, a non-project account, an organization, and a project in the Suspense Values group box.

Project

Select this radio button to replace the project in the invalid project/account/ organization combination with the project entered in the Suspense Values group box. Only the project will be replaced; the remaining information on the row will be subjected to normal validation procedures.

Acct, then Project

If you select this radio button, the preprocessor will replace the account first. If the new combination fails validation, it will replace the project. The application will verify that a project account, a non-project account, and a project are entered in the Suspense Values group box.

No Substitution

If you select this radio button, the preprocessor will select those records that fail validation because of a project/account/organization combination and write them to the error file without uploading them. The application will check to see whether a project account, non-project account, organization, and project have been entered in the Suspense Values group box. If any of these are present and are not being used by some other validation method, the system will display a warning message stating that these values will not be used in suspense processing. However, the values will not be deleted.

Suspense Values

Use this group box to designate values that the preprocessor will use to replace invalid data.

Project

Enter, or use Lookup to select, a valid project ID that will be used by the preprocessor to replace an invalid project ID. The project ID entered must exist in the Project table.

Project Acct

Enter, or use Lookup to select, a valid project account ID that will be used by the preprocessor to replace an invalid project account ID. The project account ID must exist in the Account table.

Non-project Acct

Enter, or use Lookup to select, a valid non-project account ID that will be used by the preprocessor to replace an invalid non-project account ID. The non-project account ID must exist in the Account table.

Org

Enter, or use Lookup to select, a valid organization ID that will be used by the preprocessor to replace an invalid organization ID. The organization ID must exist in the Org table.

Ref 1, Ref 2

Enter, or use Lookup to select, valid reference number IDs for reference 1 and/or reference 2. These IDs will be used by the preprocessor to replace any invalid reference number IDs. The reference number IDs must exist in the Reference Structure table.

PLC

Enter, or use Lookup to select, a valid Project Labor Category (PLC) code that will be used by the preprocessor to replace an invalid PLC code. The PLC code must exist in the Billable Labor Category table.

This field will not display if you are importing data from Deltek Expense.

GLC

Enter, or use Lookup to select, a valid General Labor Category (GLC) code that will be used by the preprocessor to replace an invalid GLC code. The GLC code must exist in the General Labor Category table.

This field will not display if you are importing data from Deltek Expense.

Save

Use the Save button on the toolbar to save your selections. The application will use these selections to replace invalid charging information when you run the preprocessor.