Moving a Workfile Transaction to the Workfile History Table

Access the Job/Amount Revisions form.

To move a transaction to workfile history:

1. Change the value in the Elig Code (eligibility code) field to make it nonbillable and click OK.

   The system returns to the Work With Workfile form.

2. Select the specific workfile transaction and click Delete.

   The workfile transaction is deleted from the Billing Detail Workfile table (F4812) and added to the Billing Workfile History table (F4812H).

Elig Code (eligibility code)

Enter a code that specifies how the system processes a transaction at the single-transaction level. Values are:

0: Available for invoicing and revenue.

1: Available for invoicing only.

2: Available for revenue only.

3: Non-billable.

4: Available for cost only.

5: Available for accounts payable only.

The system assigns eligibility codes to workfile transactions based on the Billable (Y/N) field in the Account Master table (F0901) and the Journal Generation Control field that you set up in the system constants. For example, if an account with a Y in the Billable (Y/N) field is processed through the billing system and the Journal Generation Control field is set for billing only, the eligibility code for the transaction is 1. An eligibility code of 1 specifies that the transaction is available for invoicing only.