Front end split reallocation
Posted transactions can be reversed and reallocated to another funding source regardless
of whether the posted transactions were invoiced.
- Transactions can be selected for specific funding sources, billed status, system code, and event codes.
- The priority, funding group, or percent can be updated on the transaction before the reallocation.
- Reversed and reallocated transactions must be posted before invoices are generated and revenue is recognized.
- The reference field in the Global Ledger Transaction Detail record is FrontEndSplitReallocation.
- The PS system code is excluded.
Reallocation tasks
This table shows the tasks that can be performed when you are reallocating front end split transactions.
Tasks | Description | Notes |
---|---|---|
Select transactions to reallocate by contract | Open a contract and select | .To view the results, select the Selected Transactions tab. |
Select transactions to reallocate by contract group | Select the | menu item.Create a selection or add records to an existing selection. To purge previous selections and create a new selection, the Append To Current Selection field must be blank. |
View selected transactions for reallocation by contract | Open a contract and select the Selected Transactions tab. | n/a |
View selected transactions for reallocation by contract group | Select Selected Transactions for Reallocation tab. | and select then/a |
Remove reallocated transactions by contract | Open a contract and select the Selected Transactions tab. | Select transactions and click | .
Remove reallocated transactions by contract group | Select the | menu item.n/a |
Reverse and reallocate transactions by contract | Open a contract and select | To view the Journalize Group, select the Reallocation Results tab. |
Reverse and reallocate transactions by contract group | Select the | menu item.The transactions are removed from the Selected Transactions for Reallocation tab. |
View reallocation results by contract | Open a contract and select the Reallocation Results tab. | n/a |
View reallocation results by contract group | Select Reallocation Results tab. | and select then/a |
Journalize reverse and reallocation errors | Open a contract and select the Reallocation Results tab. | Select a journalized group that contains an error. Select Open a record for the run group that contains the status of Error and view the error. A red alert with an error message is displayed on the Sequence Number column. See Front end split errors for correcting errors. |
.