Removing selected transactions for reallocation by contract group
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Select .
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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.
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Click Submit.