Transfer Reposting Work Task Transactions

Explanation

This activity is used to repost and transfer reposted work task transactions of type: Work Task Inventory, Work Task HR, Work Task Purchase and Work Task Rental to IFS/Accounting Rules. It is possible to either transfer the transactions directly, or by schedule the task to run as a background job.

These work task transactions have (in addition it its original transaction), been created to facilitate the Task Management Reposting solution. Refer to the online documentation for topic Reposting Work Task Transactions for more information about reposting. The work task transaction is included when transactions are transferred to finance until it has been marked as finally posted. This means that already transferred transactions are included since the transfer executes several transaction-related actions. This can be the result of a transfer;

These bullets are explained in more details in the below sections

The work task transaction is transferred

The work task transaction is evaluated if reposting is needed

The work task transaction is evaluates if it can be marked as Finally Posted

Prerequisites

System Effects

Window

Transfer Work Task Reposting Transactions
Work Task Cost
Work Task Transaction
Work Task Transactions

Related Window Descriptions

Transfer Work Task Reposting Transactions
Work Task Cost
Work Task Transaction
Work Task Transactions

Procedure

  1. Open
  2. Transfer Work Task Reposting Transactions dlg.
  3. Default values will be displayed for the Company, User Group, Voucher Type, Site and To Date fields. These values can be modified as required.
  4. Change the value in the Site field if required. Use the List of Values to select a suitable value.
  5. If the One Voucher Per Date field is selected, one voucher will be created per Date Applied for all transactions. Alternatively select One Voucher For All Dates to group all transactions with date included in the transfer (From/To Date) into single voucher with specified Voucher Date. Selecting the latter will result in acquiring the value of the To Date as default. Any other date which is higher than To Date can also be selected. When creating a schedule task System Date is set as Voucher Date by default and the field is read only. Voucher Date Offset can be used to obtain vouchers of Voucher Date which is higher than System Date.
  6. Change the value in the From Date field if required. The date determines from when you want to transfer the transactions.
  7. Change the value in the To Date field if required. The date determines as to up to when you want to transfer the transactions. A given date must be equal or higher than From Date. System date is given as default.
  8. Alternatively you can click Default to display the default values defined by your administrator in IFS/Admin,Task Registration in place of step 2 and 3.
  9. Click OK.

To schedule the transfers:

  1. Open the dialog box for the transaction type for which you wish to schedule transfers.
  2. Click Schedule and follow the steps in the wizard that appears.