Removing selected transactions for reallocation by contract group

  1. Select Project Processes > Invoice Processes > Unselect Transactions for Reallocation.
  2. Specify this information:
    Contract Group
    Select a custom group. A custom group is a user-defined group of contracts to select transactions. For example, you can group by contract type.
    Posting Date Selection Range, Through
    Specify the posting date range to unselect the records to reallocate. The posting date range is used exclusively for transaction-based billing methods: Cost Reimbursement, Cost Plus, Time and Materials, or Rate Table. The expense transactions that are unselected must have a posting date that falls within the date range.
    Transaction Date Selection Range, Through
    Specify the transaction through date. If this field is blank, all transactions for the posting date range are unselected.
    Funding Source 1
    To unselect only transactions that are for a funding source, select a funding source.
    Funding Source 2
    To unselect only transactions that are for a second funding source, select a second funding source.
    Billed Status
    Select whether to unselect transactions that have been processed, unprocessed, or both. Both is the default.
    System
    To unselect only transactions that are for a specific system code, select a system code.
    Global Ledger Event
    To unselect only transactions that are for a specific event code, select the event code.
  3. Click Submit.