| Description: |
Cause:
- Charge type may not be converted for a project.
- Vision does not allow this since it will jeopardize the integrity of the system.
- Changing this charge type will affect prior General Ledger (GL) entries, overhead (OH), revenue, etc.
Resolution:
Workaround:
A user can add a new Project with the correct charge type. Once created can then go into Interactive Billing and transfer the appropriate labor and expense to the new regular project.
- Make a backup of the Vision database.
- Note: Project A was created as a Regular project but should have been an Overhead project.
- Create a new project with a temporary project number like TRANSFER.
- Make sure that project is an Overhead project.
- Save the changes.
- Go to Billing, Interactive Billing and transfer the labor detail from Project A into the new TRANSFER project.
- Close out Project A.
- Note: When closing out a project, will have to close out a project into a project with the same project type.
- Go to Utilities > Key Conversions > Projects.
- Key convert the TRANSFER project name to Project A.
- Note: Project A is now an Overhead Project.
- Make a Vision backup.
- Note: Overhead and Promotional project are not billed out on, so time and expenses should not have cleared from interactive Billing. If there is time, expenses or units that are not showing up in Interactive billing then there was probably an invoice accept and posted for the project.
Additional steps:
- Void all invoices on invoices on file.
- The Labor, expenses, and units should show back up into interactive billing.
- Post the Void.
- Transfer all labor, expenses and units that appeared back into billing, to the new OH Transfer Project.
|