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 Project Transfer process. 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).
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Warning: Make a complete system backup of your database before using this process. 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:
Set up the transfer in the Project Transfer Setup screen (Projects\Maintain\Allocations).
Create a journal entry in the Compute Project Transfer screen (Projects\Process\Allocations).
Print the Journal Entry Edit Report (Accounting\Review\General Ledger) to review the proposed journal entry.
Post the journal entry to the General Ledger.
Successfully execute the Update Project Transfer History Tables screen (Projects\Process\Project).
Execute this screen immediately after the Compute Project Transfer screen (Projects\Process\Allocations) and after posting the JE created for the project transfer to the General Ledger.
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Note: 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 screens that process project data.
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Hint: Before running the Update Project Transfer History Tables screen (Projects\Process\Project), review the journal entry created using the JE Edit Report and post the journal entry to the General Ledger. |
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. Once 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. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this group box to select the transfer and receiving projects.
Enter, or use Lookup to select, the project to be transferred.
The only projects available for Lookup in this field will be transfer projects that have a journal entry created and successfully posted to the General Ledger.
The receiving project from the Project Transfer Setup screen (Projects\Maintain\Allocations) is displayed in this field.
* A red asterisk denotes a required field.
Changes to this screen update the following tables, where applicable:
AR_HDR_HS (Accounts Receivable Header History)
BILL_INVC_HDR_HS (Billing Invoice Header History)
BILLING_DETL_HIST (Billing Detail History)
BILLING_SUM (Billing Summary)
MANUAL_BILL_EDIT (Manual Billing Edit)
MANUAL_BILL_HS (Manual Billing History)
MILESTONE_HDR_HS (Milestone Header History)
MILESTONE_INVC_HDR (Milestone Invoice Header)
MILESTONE_INVC_LN (Milestone Invoice Line)
OPEN_BILLING_DETL (Open Billing Detail)
PRG_PMT_DETL_HS (Progress Payment Detail History)
PRG_PMT_HDR_HS (Progress Payment Header History)
PROJ_BILL_HS (Project Billing History)
PROJ_PROD_INVC_HDR (Project Product Invoice Header)
PROJ_XFER_LOG* (Project Transfer Log)
PROJ_XFER_LOG_LN* (Project Transfer Log Line) (this stores table name updated and number of rows updated)
SUBCTR_PRG_PMT (Subcontractor Progress Payment)
UNITS_USAGE_LN_HS (Units Usage Line History)
* This table is unique to the project transfer process.
