Authorize Expenses or External Transactions

Explanation

Use this activity to authorize transactions reported for manual external costs and/or expenses for a work task.These transactions are displayed in Work Task Transactions page.

The transaction status is set as Reported when the external costs or expenses are reported. Once the transaction accountings are in status Valid and are correct, the work task transactions can be authorized. Authorization can be done directly on the work task transaction, or on the cost line that is a result of the reported transaction. It is possible to revoke the authorization in the same manner.

It is possible to automatically authorize external costs and expenses when the work task that holds the transaction is set to Reported by setting the AUTO_AUTH_SIGN_EXT and AUTO_AUTH_SIGN_EXP properties for the MaintenanceConfiguration object LU in the System Definitions Object Property to TRUE.

Work Task Transaction page can be used to view detailed information about transaction and its postings.

Work Task Transaction/Accounting tab can be used to view detailed accounting information about transactions related to work tasks. These posting lines provide details on the posting value, account, cost center, etc. The status can be Valid, Error, Transferred or Not Applicable. Postings in status Error have to be corrected before the transaction can be transferred to finance.

A work task transaction can have several posting lines if it is reposted. When reposted, new postings lines are created to reverse the previous transferred cost posting and to create a new posting line with the correct code string. When created, the status is Valid or Error. When transferred, the status is updated to Transferred .

If work task cost codes are used, then the retrived cost code is updated to the posting line.

 

Prerequisites

System Effects