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In solomon, where can i find the option to see if the transaction are allow to passed to the Project controller?
one of my client is having an issue where it didnt pull the transaction entered in Account Payable Voucher entry in project controller when he ran Financial Transaction Transfer.
Any advise will be helpful
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Hi,
How do I use the financial transaction transfer to transfer project related transactions to Project controller or from project controller to AP.
The issue is our project management department enters data collection fees in project controller module and the accounts department enters invoices in the accounts payable module against the project. This creates a duplicate effort from both departments. They would like one department to enter the transaction that can be imported or transferred to the other module.
Please help.
Thanks.
Once the flag has been set to "9" in APTran and the correction has been made in Project Controller, in this case added project/task combination, should the transaction come over next time I run FTT or does the flag fist need to be set back to "1" in APTran?
Hi, APDOC records are not pulled into the project series only the APTRAN records.
Thanks,
Chris
That means that these transactions should not be passed over to Project Controller. Do these aptran records have projects associated with them? If so, is the Project associated with this aptran record setup for AP? You can check in the Project Maintenance screen to see if this project is set to receive AP related transactions.
Hope this helps.
Thanks,
Chris
Hi Bab,
SL wlil update this field automatically for you depending on if the transaction was transferred to the Project Controller module or not.
What is the pc_status value for these APtran records that did not make their way into PC?
Let me know and this should lead us towards your resolution.
Thanks,
Chris
Thanks Chirs I was looking something like this:
when we enter the invoice or voucher in solomon, how it gonna know when to update PC_status or PC_Flag value.
I am looking if there is an option that needs to be enable that update these fields when we enter the new invoice.
Hi Bab,
You can check the pc_status flag on the Aptran table. This will indicate wheter the trasaction should be passed to Projects.
Values listed below:
0 or blank - transaction not project related
1 - transaction should be pulled into Project system via Financial Transaction Transfer (FTT).
2 - transaction has been pulled into Project system via Financial Transaction Transfer (FTT).
9 - error encountered when attempt was made to pull transaction into Project system via Financial Transaction Transfer (FTT).
Hope this helps!
Thanks,
Chris Schack
Director of Support
Queue Associates, Inc.
cschack@queueassoc.com
212.269.1313 ext. 228
www.microsoftbyq.com
www.queueassoc.com
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