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Topic

    Phil Nibert
    AP invoice validation for invoice with an expenditure item...
    Topic posted July 25, 2019 by Phil NibertRed Ribbon: 250+ Points, tagged Accounting Hub Cloud Service, Expenses, Payables 
    59 Views, 3 Comments
    Title:
    AP invoice validation for invoice with an expenditure item date after the project end date
    Summary:
    AP invoice validation for invoice with an expenditure item date after the project end date
    Content:

    AP invoice validation for invoice with an expenditure item date after the project end date

    What options do we have?

    1. Extend the project end date to include the expenditure item date of the PO / invoice

    2. Is there a status code you can put on a project or task that allows training AP expense cost to hit a task even after the end date of a project?

    AP invoice error message.

    “The expenditure item date is outside the project dates. Update the project start and finish dates or the expenditure item date of the transaction”

     

    Version:
    Oracle Cloud Financials 19B

    Comment

     

    • Becky Alvarez

      Not in AP or Expenses so moving to PPM Forum to see if someone can answer from the Projects side.

    • Michelle Swisher

      At KU we update the EID and Budget Date to the last day of the project on the AP Invoice providing that the expense is allowable.

      In PeopleSoft we had a date called Commitment Control Date that was created when a new project was created.  With configuration the Commitment Control Date would populate with a value 90 days after the end date.  This allowed transactions to pass for up to 90 days after the end date.  It would be nice if PPM had this ability.

      Thanks,

      Michelle 

      • Phil Nibert

        Thanks Michelle - yes I have seen in other software where projects could be hard closed for all transactions but soft closed where project transactions were prevented but trailing financial costs could be allowed for some period of time.

      • Phil Nibert

        Thanks Michelle - yes I have seen in other software where projects could be hard closed for all transactions but soft closed where project transactions were prevented but trailing financial costs could be allowed for some period of time.