UPDATE PROJECT TRANSFER HISTORY TABLES            

Use this screen last in the three-screen process to update project history tables such as the billing, accounts receivable, and units usage history tables associated with the Transfer Project. Use this screen only for the project transfer process. You can use this procedure to transfer any of the following types of projects:  B&P (Bid & Proposal), Direct, Indirect, IR&D (Independent Research & Development), or WIP (Work in Process). For more information on project transfers, please see "Project Transfer."

Make a complete system backup of your database before processing this screen. After these tables have been updated, you cannot reverse the process. Do not use this screen unless you COMPLETELY understand the project transfer process. Please contact your system consultant for assistance.

To accomplish the project transfer, complete the following steps:

  1. On the Manage Project Transfer Information screen, set up the transfer.

  2. On the Create Project Transfer Journal Entry screen, create a journal entry .

  3. On the Print Journal Entry Edit Report screen, print the Journal Entry Edit Report and review the proposed journal entry.

  4. On the Post Journal Entries screen, post the journal entry to the General Ledger.

  5. Successfully execute the Update Project Transfer History Tables screen.

Execute this screen immediately after the Create Project Transfer Journal Entry screen and after posting the JE created for the project transfer to the General Ledger.

This process can be time consuming, so plan accordingly. You can use this process to transfer the billing, accounts receivable, and units usage history tables from the Transfer Project to the Receiving Project.

To prevent data from being deleted accidentally, restrict user access to this screen. If an error (system, hardware, electrical) occurs during this update, the same user must restart and resume the update after the crash. During the update, keep all users out of Costpoint screens that process project data.

Before running the Update Project Transfer History Tables screen, review the journal entry created using the JE Edit Report and post the journal entry to the General Ledger.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection

Transfer Project

Enter, or click to select, the project to be transferred. The only projects available for in this field are transfer projects that have a journal entry created and successfully posted to the General Ledger.

Receiving Project

The receiving project from the Manage Project Transfer Information screen is displayed in this field.

Update

Click to update the billing, accounts receivable, and units usage history tables. Remember that Costpoint users cannot be running other processes that update these history tables. If the transfer project is large, this process could take a substantial amount of time.