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Jan 04, 2018 at 07:32 AM

Changing Settlement rules on work orders with WBS where the settlement project is closed


Hi There,

We have a little problem, and I’m hoping there might be a user exit or something that allows us to change the settlement rule on Work Orders with WBS project codes as settlement receiver when the original project has been closed.

We had additional costs flow through to this PM order after the project was closed….but the PM order was available to post to.

In this instance, we chose not to force the business to reverse the transactions leading up to the extra cost. Instead we wanted to redirect the costs to another project. The problem is, in order to change the rule, we have to set the closed project back to TECO status, and then change the settlement rule, and then close the project up again. It’s a very painful process, and involves many people. Also….in this instance, the user didn’t fix it before the nightly settlement, so costs settled to the wrong project. Too many links in the chain, and a lot of risk of getting it wrong.

What would be simpler is if the system just allowed us to add the additional lines, and not have to open the closed project:

Any help with this would be greatly appreciated.