Use the Find Expenditure Items window or the Find Project Expenditure Items window to process a mass adjustment of expenditures.
You can optionally use the multi-select functionality in the Expenditure Items window or the Project Expenditure Items window to perform adjustments on more than one expenditure. However, the mass adjustment feature provides faster performance when you adjust a large number of expenditures.
You can choose to either process adjustments online or submit a concurrent program to process the adjustments. If you choose to submit the concurrent program to process the adjustments, Oracle Projects submits the PRC: Adjust Expenditure Items concurrent program. For more information, see: Adjust Expenditure Items.
For a cost breakdown structure enabled project during the expenditure item adjustment process, the task value considered is a combination of task and cost code.
Navigate to the Find Project Expenditure Items or Expenditure Items window. See: Viewing Expenditure Items.
Enter your search criteria. For example, if you want to make an identical adjustment to all billable expenditures for a specific employee, select the employee name from the list of values in the Employee Name field and select Yes for Billable under the Billing Status fields.
Choose Mass Adjust.
From the Mass Adjust list, select the adjustment you want to perform on the selected expenditures.
Choose the processing method for the adjustments. You can choose to either process the adjustments online while you wait or submit a concurrent program to process the adjustments.
Additional Information: When you process adjustments online, Oracle Projects displays a message when the adjustment program is complete that indicates the results of the program. If you process adjustments using a concurrent program, you must monitor the progress of the program and review the output report when the program is complete to review the results.