How External Commitment Transactions are Imported

The Project Unprocessed Commitment Transaction service validates external commitment transactions. Upon successful validation, it derives the list of transaction sources and projects from the validated transactions, imports the new set of external commitment transactions, and reports their status.

Settings That Affect Import of External Commitment Transactions

Settings at the following levels affect the import of external commitment transactions:

  • Transaction source

  • Document

  • Document entry

  • Project type

  • Expenditure type

  • Project and task

  • Transaction controls

How External Commitment Transactions Are Imported

When you import external commitment transactions using the Project Unprocessed Commitment Transaction service, it performs a series of processing steps. The following tasks listed in the table are performed in these steps.

External Commitment Transaction Importing Tasks

Description

Validate external commitment transactions using the Project Unprocessed Commitment Transaction service

As an initial step of importing external commitment transactions into Project Costing Cloud, data entry, business rule, and transaction control validations are performed when you import external commitment transactions using the Project Unprocessed Commitment Transaction service.

Derive transaction sources and projects list from the successfully validated external commitment transactions

After successful validation of all external commitment transactions, the application derives the transaction sources and list of projects to be checked for and identifies any existing commitment transactions to be deleted.

Delete or retain existing external commitment transactions for the derived transaction sources and list of projects

You can either delete the existing commitment transactions and insert new commitment transactions or add the new commitment transactions to the existing commitment transactions without purging them.

Display the status of imported external commitment transactions

Displays the status of imported external commitment transactions, for example, successfully imported or resulted in error.