Project WIP Adjustment

Approves the project WIP adjustment and changes its status from Pending Approval to Open.

This command is available if the project WIP adjustment has the Pending Approval status.

The command appears if the approval of project WIP adjustments has been configured. For more information, see Approval Configuration: Approval Maps.

Changes the status of the project WIP adjustment to On Hold so that the project WIP adjustment becomes available for editing.

This command appears if the project WIP adjustment has the Open, Pending Approval, or Rejected status.

Loads lines on the Details tab and calculates the totals that are shown in the Summary area; each line represents a project.

Opens the Project WIP Adjustment (PM651850) report, which is generated for the current project WIP adjustment.

Opens the Project WIP (PM651500) report, which is generated for the projects in the project WIP adjustment.

Opens the Reassign Approval dialog box, in which you can specify a new approver for this project WIP adjustment.

This command is available if the project WIP adjustment has the Pending Approval status and the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

The command appears if the approval of project WIP adjustments has been configured. For more information, see Approval Configuration: Approval Maps.

Recalculates all the amounts and reloads all the lines. If a newer date-sensitive cost projection exists, the system inserts its amounts and its link in the needed columns.

Rejects the project WIP adjustment and changes its status from Pending Approval to Rejected.

This command is available if the project WIP adjustment has the Pending Approval status.

The command appears if the approval of project WIP adjustments has been configured. For more information, see Approval Configuration: Approval Maps.

Releases the project WIP adjustment, generates a GL batch for it, and assigns the adjustment the Released status.

This command is available if the project WIP adjustment has the Open status.

Changes the status of the project WIP adjustment to:

• Open, which indicates that it is ready for processing, if the approval of project WIP adjustments has been configured
• Pending Approval if the approval of project WIP adjustments has been configured

This command appears if the project WIP adjustment has the On Hold status.

Voids the released project WIP adjustment. In the process, the system:

• Creates a reversal batch for the batch that was created when the project WIP adjustment was released
• Clears the GL Batch box on the Financial tab of the current form
• Changes the status of the project WIP adjustment to On Hold so that the project WIP adjustment becomes available for editing

This command is available if the project WIP adjustment has the Released status.

The reference number of the project WIP adjustment. The system assigns this reference number based on the numbering sequence specified for these project WIP adjustments on the Projects Preferences (PM101000) form.

The status of the project WIP adjustment, which can be one of the following:

• On Hold: You can edit the project WIP adjustment but cannot release it.
• Open: You can release the project WIP adjustment. The system assigns this status when the project WIP adjustment is removed from hold or approved (if approvals have been configured for project WIP adjustments).
• Pending Approval: The project WIP adjustment has been taken off hold and is awaiting approval.
• Rejected: The employee who was assigned to approve the project WIP adjustment has rejected it.
• Released: The project WIP adjustment has been released.

The date when the project WIP adjustment was created. By default, the system inserts the current business date.

The date that the system uses for the calculation of the projected values in the project WIP adjustment. By default, the system inserts the current business date.

The financial period of the project WIP adjustment.

By default, the system inserts the financial period of the Projection Date.

The branch of the project WIP adjustment. By default, the system inserts the current branch.

The owner of the project WIP adjustment. By default, the system inserts the name of the signed-in user.

The currency of the project WIP adjustment. By default, the system inserts the currency of the branch.

The status of the projects whose lines will be added to the project WIP adjustment. You can select one of the following options: Active (default), Completed, Canceled, Suspended, Pending Approval, Rejected, Active, Completed, or All.

The description of the project WIP adjustment.

The total overbilling amount of the project WIP adjustment, which the system calculates as the sum of these amounts on the Details tab.

The total underbilling amount of the project WIP adjustment, which the system calculates as the sum of these amounts on the Details tab.

The total amount of the project WIP adjustment, which the system calculates as the difference between the Overbilling Amount and Underbilling Amount.

The total overbilling adjustment amount of the project WIP adjustment, which the system calculates as the sum of these amounts on the Details tab.

The total underbilling adjustment amount of the project WIP adjustment, which the system calculates as the sum of these amounts on the Details tab.

The total adjustment amount of the project WIP adjustment, which the system calculates as the difference between the Overbilling Adjustment and Underbilling Adjustment.

A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegate specified for the current business date.

If the check box is cleared and if the new approver is not available and has a delegate specified for the current date, the system will reassign the selected records to the delegate if they’re available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until:

• It assigns a delegate available on the current date.
• It detects a loop in the chain of delegations. In this case, the system will prompt you to specify a different approver.

Opens the Email Activity (CR306015) form so that you can send an email message to a project manager and any other needed recipients that you may add. The email message lists projects from all the lines selected in the table and project managers specified in these lines are added to the recipients.

Recalculates amounts for each line selected in the table.

Deletes the lines selected in the table.

An unlabeled check box that you select to do the following, based on the button you click on the table toolbar:

• Add the project in the line to an email if you click Send Email
• Recalculate the line amounts if you click Recalculate Lines
• Delete the line if you click Delete Lines).

The project included in the project WIP adjustment.

The project task in the project line.

By default, the system inserts the default project task specified on the Tasks tab of the Projects (PM301000) form, but you can override it. The system will use this task for an automatically generated project transaction when it generates a batch of GL transactions if you select Detailed Projects; Detailed Accounts or Detailed Projects; Default Accounts on the Financial tab of the current form.

The description of the project.

The status of the project.

The ID of the employee who is responsible for managing the project and is authorized to approve the project tasks and task activities.

The reference number of the cost projection this project’s data is based on. This number is also a link that you can click to open the cost projection on the Cost Projection by Date (PM305500) form.

By default, the system inserts the number of the most recent date-sensitive cost projection and displays its amounts in the line. You can select the number of another cost projection for the project specified in the line; the system will then show its amounts in the line and recalculate amounts in the Summary area.

The date from the date-sensitive cost projection for the project selected in the Last Cost Projection column. The system uses this date for calculating the projected values.

The overbilling amount of the date-sensitive cost projection. The system calculates this amount by subtracting the Expected Current Revenue amount from the Billed Revenue amount on the Cost Projection by Date (PM305500) form.

The underbilling amount of the date-sensitive cost projection. The system calculates this amount by subtracting the Billed Revenue amount from the Expected Current Revenue amount on the Cost Projection by Date (PM305500) form.

The amount of the overbilling adjustment. If you manually change it, the Underbilling Adjustment becomes 0.

By default, this amount equals the overbilling amount.

The amount of the underbilling adjustment. If you manually change it, the Overbilling Adjustment becomes 0.

By default, this amount equals the underbilling amount.

The account to which the system posts the overbilling amount on release of the project WIP adjustment.

By default, the system inserts the account specified in the Overbilling Account box on the Defaults tab of the Projects (PM301000) form, but you can override it.

The subaccount to which the system posts the overbilling amount on release of the project WIP adjustment.

By default, the system inserts the subaccount specified in the Overbilling Subaccount box on the Defaults tab of the Projects (PM301000) form, but you can override it.

This column is shown only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The account to which the system posts the underbilling amount on release of the project WIP adjustment.

By default, the system inserts the account specified in the Underbilling Account box on the Defaults tab of the Projects (PM301000) form, but you can override it.

The subaccount to which the system posts the underbilling amount on release of the project WIP adjustment.

By default, the system inserts the subaccount specified in the Underbilling Subaccount box on the Defaults tab of the Projects (PM301000) form, but you can override it.

This column is shown only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The account to which the system posts the revenue amount on release of the project WIP adjustment.

By default, the system inserts the account specified in the Default Sales Account box on the Defaults tab of the Projects (PM301000) form, but you can override it.

The subaccount to which the system posts the revenue amount on release of the project WIP adjustment.

By default, the system inserts the subaccount specified in the Default Sales Subaccount box on the Defaults tab of the Projects (PM301000) form, but you can override it.

This column is shown only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected ) that the project WIP adjustment includes the pending amounts from change orders whose amounts are specified in the date-sensitive cost projection.

If your project uses change orders, the system copies the state of this check box from the Include Pending CO in Calculations check box on the Cost Projection by Date (PM305500) form to this check box.

This column appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.

The identifier of the GL batch that the system has created when the selected project WIP adjustment was released. This identifier is also a link that you can click to open the batch on the Journal Transactions (GL301000) form.

The level that indicates how the system will post GL transactions to the overbilling or underbilling account on release of the project WIP adjustment. You can select one of the following options:

• Detailed Projects; Detailed Accounts (default): The system creates a GL transaction for each project and uses the overbilling or underbilling account from each project line on the Details tab of the current form.
• Detailed Projects; Default Accounts: The system creates a GL transaction for each project and uses the default overbilling or underbilling account from the current tab.
• Non-Project; Detailed Accounts: The system creates one GL transaction for each overbilling or underbilling account from each project line on the Details tab of the current form and uses the non-project code.
• Non-Project; Default Accounts: The system creates two GL transactions—one for overbilling and one for underbilling—and uses the default accounts and the non-project code.
• Non-Project, Total Adjustment: The system creates one GL transaction for the total adjustment amount and uses the default account and the non-project code.

In a new project WIP adjustment, the system inserts the default level specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different level.

The level that indicates how the system will post GL transactions to the revenue account on release of the project WIP adjustment. You can select one of the following options:

• Detailed Projects; Detailed Accounts (default): The system creates a GL transaction for each project and uses the revenue account from each project line on the Details tab of the current form.
• Detailed Projects; Default Account: The system creates a GL transaction for each project and uses the default revenue account from the current tab.
• Non-Project; Detailed Accounts: The system creates a GL transaction for each revenue account on the Details tab of current form and uses the non-project code.
• Non-Project; Default Account: The system creates one GL transaction and uses the default revenue account and the non-project code.

In a new project WIP adjustment, the system inserts the default level specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different level.

The account to which the system posts the overbilling amount on release of the project WIP adjustment.

In a new project WIP adjustment, the system inserts the default overbilling account specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different account.

The subaccount to which the system posts the overbilling amount on release of the project WIP adjustment.

In a new project WIP adjustment, the system inserts the default overbilling subaccount specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different subaccount.

This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The account to which the system posts the underbilling amount on release of the project WIP adjustment

In a new project WIP adjustment, the system inserts the default underbilling account specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different account.

The subaccount to which the system posts the underbilling amount on release of the project WIP adjustment.

In a new project WIP adjustment, the system inserts the default underbilling subaccount specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different subaccount.

This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The account to which the system posts the revenue amount on release of the project WIP adjustment.

In a new project WIP adjustment, the system inserts the default revenue account specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different account.

The subaccount to which the system posts the revenue amount on release of the project WIP adjustment.

In a new project WIP adjustment, the system inserts the default revenue subaccount specified on the WIP Adjustment Settings tab of the Projects Preferences (PM101000) form, but you can select a different subaccount.

This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.