Use this subtask to transfer (debit) this project's costs to one or more accounts in the receiving project. You must use this subtask only when the receiving project's accounts do not exactly match the transfer project's accounts. Do not use this subtask if the transfer project and receiving project use identical accounts.
All accounts are available for Lookup in this screen, but any account selected must be a project-required account and will be subject to Project/Account/Organization (POA) validation.
If you do not use this subtask, all existing accounts in the transfer project will be used for the transfer into the receiving project. The system will validate the receiving project account group to ensure that all of the accounts exist.
Use this subtask when you are initializing the Project Transfer Setup screen.
Use the fields in this table window to map an account or group of accounts to a destination debit account.
Enter, or use Lookup to select, the starting cost account for the range of accounts that will be transferred to the new project using the destination account located on this line.
All active accounts are available for Lookup.
Enter, or use Lookup to select, the ending cost account for the range of accounts that will be transferred to the new project using the destination account located on this line.
All active accounts are available for Lookup.
Enter, or use Lookup to select, the account that will receive costs from the range of accounts located on this line.
All active accounts in the receiving project's account group are available for Lookup.
* A red asterisk denotes a required field.
Changes in this screen update the PROJ_XFER_ACCT (Project Transfer Account) tables.