Fixing plan transfer errors by eligibility group

This table shows examples of error messages and how to fix them:

Message Fix
A Resource Plan record meets the Transfer From selection criteria, but its Plan Entry date is greater than the Transfer Date. An error record is created in Transfer To Resource Plan with this message:

Cannot Transfer; Plan Entry Date Is Greater Than The Transfer Date

If the identified Transfer From Plan should be transferred, rerun the action with a different Transfer Date. Alternatively, use Transfer Plans By Resource to transfer this record.

If this record should not be transferred, then no action is required.

The Includes Overrides check box was not selected and the selected Transfer From Resource Plan override check box is selected. An error record is created in Transfer To Resource Plan with this message:

Resource Not Transferred; Plan Override Is Set.

If the identified Transfer From record should be transferred, rerun the action with the Includes Overrides option selected. Alternatively, use Transfer Plans By Resource to transfer this record.

If the identified Transfer From record should not be transferred, then no action is required.