Setting capitalization status for individual transactions

  1. Access Capitalization Transaction Hold (AC69).
  2. Select the posting activity and account category for which you want to change the capitalization status.
  3. In the Capitalize field, select the status of the transactions you want to view.

    • Hold - On hold for capitalization

    • Yes - Eligible for capitalization

    • No - Not eligible for capitalization

  4. Click Filter to access Filter (AC69.2) and further limit the transactions displayed. You can filter transactions by system code, source code, resource type, resource company, resource, or posting date range.
  5. For each transaction you want to modify, select Change in the FC field, and the appropriate status in the Capitalize field. Valid status options are:

    Follow these steps to set capitalization status for multiple transactions:

    • Yes - Eligible for capitalization

    • No - Not eligible for capitalization

    • Hold - On hold for capitalization