Release Transactions
Form ID: (PM501000)
By using this form, you can release project transactions that are assigned the Balanced status.
When you release project transactions, for each group of project transactions with the same financial period, the system creates a batch of corresponding general ledger transactions. Each batch of general ledger transactions is created as follows:
- The date of the batch of general ledger transactions is the business date.
- The post period of the batch of general ledger transactions is the financial period of the group of project transactions.
- The date of each general ledger transaction is the date of the project transaction that corresponds to it.
- The post period of each general ledger transaction is the post period of the batch of general ledger transactions.
Tip: To cause the system to automatically release allocation transactions,
select the Automatically Release Allocations check box on the
General tab of the Projects Preferences
(PM101000) form.
Form Toolbar
The form toolbar includes the buttons described below.
| Command | Description |
|---|---|
| Release |
Releases the project transactions that you have selected. |
| Release All |
Releases all the project transactions in the list. |
Table
This table displays the transactions available for release.
The table toolbar has only standard buttons.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you select to include the transaction in processing. |
| Ref. Number | The unique identifier of the project transaction. |
| Transaction Date | The date when the project transaction was created. |
| Description | The brief description of the project transaction. |