Transferring Transactions to a Different Activity

Use Mass Transaction Transfer (BR44.1) to transfer activity transactions from one activity/account category combination to another. This may be useful, for example, if an employee entered several time transactions for an incorrect activity. Transactions that have already been billed can not be transferred using BR44.1.

Note: You can not transfer transactions that have been previously transferred using this form.

To transfer transaction to a different activity

Access Mass Transaction Transfer (BR44.1).
In the Activity field, select the activity for which you want to display transactions. The activity must be a posting level activity.
To limit the transactions displayed based on specific selection criteria, click the Filter button to access Filter (BR44.2).
On the transaction(s) to be transferred, select Y in the Trf Fl (Transfer Flag) field. Or select the Select All special action under Actions.
Click the Transfer Info button. Use the following guidelines to enter field values on Mass Transfer Information (BR44.3).

Reason Code

Select why the transaction is being transferred.

Note: You can define a reason code and description on Reason Codes (BR08.1).

Transfer To

Activity

Select the activity to which the transaction will be transferred. The activity must be a posting level activity.

Account Category

Select the account category to which the transaction will be transferred.
Use the Release special action on BR44.1 to transfer the selected transactions.

The Release special action creates two unposted Activity Transaction file records. One record reverses the transaction from the original activity by copying the original transaction and reversing the amount and units signs. The second record posts the revised transaction to the new activity. Both transactions are posted the next time AC190 (Activity Posting) is run.

Follow-up Tasks

Run Activity Posting (AC190) to post the new activity transactions.
Run Accounting Unit Balance Post (AC191) to update accounting unit and resource balances or run Activity Posting (AC190) with the Post Acct Unit Balances field set to Yes. You can run these programs concurrently.