Understanding Workfile History

You can move a transaction out of the active billing workfile if the transaction does not belong in the workfile. Before you can move a transaction out of the workfile, the status for the transaction must be nonbillable. You make a workfile transaction nonbillable by updating the eligibility code to 3:

When you move a transaction to workfile history, the system:

• Copies the transaction to the Billing Workfile History table (F4812H) for audit purposes.

• Removes the transaction from the active Billing Detail Workfile table (F4812).

Workfile transactions that you have moved to history do not appear in the Workfile Revisions program (P4812). You must use the Workfile History Inquiry program (P4812H) to review workfile transactions that you removed from the Billing Detail Workfile table and added to the Billing Workfile History table. You also use the Workfile History Inquiry program to reactivate workfile transactions that you have moved to history.

Note: The system does not remove the original transaction from the Account Ledger table (F0911).

As you review the workfile history, you can move transactions that you previously assigned as nonbillable out of history. When you move a transaction out of history, you reactivate the transaction. When you reactivate a transaction, the system:

• Marks the historical transaction as reactivated.

• Moves a copy of the historical transaction from the Billing Workfile History table (F4812H) to the Billing Detail Workfile table (F4812).