UPDATE PROJECT TRANSFER HISTORY TABLES            

Use this screen last in the three-screen process to update project history tables such as the billing, accounts receivable, and units usage history tables associated with the Transfer Project. Use this screen only for the project transfer process. You can use this procedure to transfer any of the following types of projects:  B&P (Bid & Proposal), Direct, Indirect, IR&D (Independent Research & Development), or WIP (Work in Process). For more information on project transfers, please see Projects Special Topics PJ-20, "Project Transfer."

Make a complete system backup of your database before processing this screen. Once these tables have been updated, they cannot be reversed. Do not use this screen unless you COMPLETELY understand the project transfer process. Please contact your system consultant for assistance.

To accomplish the project transfer, perform the following steps:

  1. Set up the transfer in the Project Transfer Setup screen (Projects » Cost and Revenue Processing » Project Transfer).

  2. Create a journal entry in the Compute Project Transfer screen (Projects » Cost and Revenue Processing » Project Transfer).

  3. Print the JE Edit Report to review the proposed journal entry.

  4. Post the journal entry to the General Ledger.

  5. Successfully execute the Update Project Transfer History Tables screen (Projects » Cost and Revenue Processing » Project Transfer).

Execute this screen immediately after the Compute Project Transfer screen (Projects » Cost and Revenue Processing » Project Transfer) and after posting the JE created for the project transfer to the General Ledger.

This process can be time consuming, so plan accordingly. You will use this process to transfer the billing, accounts receivable, and units usage history tables from the Transfer Project to the Receiving Project.

To prevent data from being deleted accidentally, you should restrict user access to this screen. Should an error (system, hardware, electrical) occur during this update, the same user must restart and resume the update after the crash. During the update, keep all users out of Costpoint screens that process project data.

Before running the Update Project Transfer History Tables screen, review the journal entry created using the JE Edit Report and post the journal entry to the General Ledger.

Transfer Project

Enter, or use to select, the project to be transferred. The only projects available for in this field are transfer projects that have a journal entry created and successfully posted to the General Ledger.

Receiving Project

The receiving project from the Project Transfer Setup screen (Projects » Cost and Revenue Processing » Project Transfer) is displayed in this field.

Update

Click the Update icon on the toolbar to update the billing, accounts receivable, and units usage history tables. Remember that Costpoint users cannot be running other processes that update these history tables. If the transfer project is large, this process could take a substantial amount of time.

Table Information

Changes to this screen update the following tables, where applicable:

AR_HDR_HS

BILL_INVC_HDR_HS

BILLING_DETL_HIST

BILLING_SUM

MANUAL_BILL_EDIT

MANUAL_BILL_HS

MILESTONE_HDR_HS

MILESTONE_INVC_HDR

MILESTONE_INVC_LN

OPEN_BILLING_DETL

PRG_PMT_DETL_HS

PRG_PMT_HDR_HS

PROJ_BILL_HS

PROJ_PROD_INVC_HDR

PROJ_XFER_LOG*

PROJ_XFER_LOG_LN* (this stores table name updated and number of rows updated)

SUBCTR_PRG_PMT

UNITS_USAGE_LN_HS

* This table is unique to the project transfer process.