After you have performed the adjustment actions, you need to run the appropriate processes to process the adjustments.
The following table shows which processes to run for each adjustment action.
Note: You only generate asset lines, revenue, and invoices if you use those features.
| Adjustment Action | Distribute Costs | Generate Asset Lines | Generate Draft Revenue | Generate Draft Invoices |
|---|---|---|---|---|
| Correct Approved Expenditure Item | Yes | Yes | Yes | Yes |
| Billable to Non-Billable | Yes | Yes | Yes | |
| Non-Billable to Billable | Yes | Yes | Yes | |
| Capitalizable to Non-Capitalizable | Yes | Yes | ||
| Non-Capitalizable to Capitalizable | Yes | Yes | ||
| Billing Hold | Yes | |||
| One-Time Hold | Yes | |||
| Release Hold | Yes | |||
| Recalculate Burden Cost | Yes | Yes | Yes | Yes |
| Recalculate Raw Cost | Yes | Yes | Yes | Yes |
| Recalculate Revenue | Yes | Yes | ||
| Recalculate Cost/Revenue | Yes | Yes | Yes | Yes |
| Change Comment | ||||
| Split | Yes | Yes | Yes | Yes |
| Transfer | Yes | Yes | Yes | Yes |
| Work Type | See Note | See Note | See Note |
Note: If a work type change results in a change in the billable status, then you must run the appropriate processes to process a billing status change.
You can use the Submit Request window to run the appropriate the processes for your project only.
You can also mark items for adjustment and allow the items to be processed automatically the next time you run the processes to distribute costs, generate asset lines, and generate draft revenue and invoices.
Note: When you recalculate labor cost transactions processed using the Standard costing method, the costing method is re-validated during recalculation. If you updated the rule value after marking the item for recalculation, then the application does not process the item and does not report it as an exception in the output report of the Distribute Labor Cost program.