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If the batch has a status of Submitted, you locate the batch, return its status to Working, and make any changes necessary at the expenditure or expenditure item level before resubmitting the batch.

If the batch has a status of Released, you can correct individual expenditure items, but you must reverse the full amount of the original item before entering the correct information. For example, if you entered six hours on a timecard expenditure item when the correct number of hours is four, you must create a reversing item equal to a negative six hours, then add a new expenditure item of four hours. To enter the correction items, you must create a new batch, then follow the normal steps for submitting and releasing expenditures.

   To rework a submitted or returned batch:

1. Navigate to the Expenditure Batches window and find the expenditure batch you want to rework.

Suggestion: You can use the Find Expenditure Batches window to query a particular batch in the Expenditure Batches window.

2. From the Expenditure Batches window, choose Rework. The status of the batch changes from Submitted to Working.

3. Choose the Expenditures button to display the expenditures in the Expenditures window, then make corrections to any expenditure or expenditure items in the batch.

4. Save your work and submit the batch again. See: Submitting an Expenditure Batch.

   To correct a released expenditure item:

1. Create a new batch for the correction items. The Expenditure Ending date must identify the week that includes the expenditure item you are reversing. See: Entering Pre-Approved Expenditures.

Note: Optionally check the All Negative Transactions Entered As Unmatched check box if you want to enter transactions with negative amounts and do not want Oracle Projects to search for corresponding existing transactions.

2. In the Expenditure Items window, select the Reverse Original button. In the Reverse Expenditure Items window, choose the item you want to reverse and choose the Reversal button. The system inserts a reversing (negative) expenditure item into the batch.

Note: Instead of choosing the Reverse Original button, you can enter a negative amount in the Quantity field. Negative amounts are preceded by a minus ("-") sign. If you have checked the All Negative Transactions Entered As Unmatched check box, Oracle Projects will not search for corresponding existing transactions. Otherwise, Oracle Projects will prompt you to confirm the creation of each negative transaction that does not have a corresponding existing transaction.

3. Finish entering the batch. Then submit the batch as usual.

Note: Expenditure batches can contain both positive and negative transactions.

See Also

Submitting an Expenditure Batch

Reviewing and Releasing Expenditure Batches