Project Expense Reclassification: Implementation Checklist
Implementation Checklist
We recommend that before you reclassify project expenses, you make sure the needed features have been enabled, and settings have been specified, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Project Accounting feature is enabled. |
| Projects Preferences (PM101000) form | Make sure that all necessary settings related to project accounting have been specified. For more information about the configuration steps that you have to perform before you can start accounting for projects, see Basic Project Configuration: General Information. |
| Accounts Payable Preferences (AP101000) | Make sure that the Allow Bill Reclassification check box is selected. With this setting, the reclassification of bills can be performed in the system. |
| User Roles (SM201005) | Make sure that each user that will perform bill reclassification is assigned at least one of the following predefined roles: Financial Supervisor or Project Accountant. |
Other Settings That Affect the Workflow
To cause the system to automatically post reversing batches generated by the system during the reclassification process, select the Automatically Post on Release check box on the General tab of the Accounts Payable Preferences (AP101000) form. This setting affects the workflow of expense reclassification in projects.