Update Resource ID in Existing Project Transactions

It can be found in the Company Details to be able to update the Resource ID on project transactions.

Different layout but in APPS10 it is the same.

(*) this can only be done for transactions that are not Approved.

 Hi ​@MR10,

Thank you for your prompt response. But my existing transactions are approved and last year project transactions also to be updated. Don’t we have a process or special function to do that?

Regards,

MalinG

Hi MalinG,

Unfortunately not, when it enters the GL you can't unapprove the project transaction anymore.

Probably you want to update the historic transaction for reporting purposes, you could make a custom LU with the time transactions to update the resource ID. Or add them in an external table an add them there. On the source, the project transaction, it is not possible unless you do a hard-script on the database. But that is something I would not advice to do.

Jus thinking out loud, you could add a read-only custom field fetching the Resource ID from the Resource Individual. that would give you the current resource ID. Yet it would not be in the Resource ID field that is standard, and you don't want to have too many custom fields on a transaction heavy table.

KR/Marten

I’m not sure if it’s the same in Apps10 but you can ‘Correct’ transactions which have already been processed through to the GL.  Effectively you create a Correction Transaction which reverses the original transaction and then a Corrected Transaction picks up the new groups/codes/costs etc.  You’d need to make sure the dates lined up on the Basic Data so as to pick up the new group and you’d need to involve Finance - they may need to re-open previous periods in order for the transactions to process. 

It starts here in IFS Cloud

Not sure if that helps!