Find and Refine a Transaction
This topic provides guidance on how to identify the correct project cost transaction when you do not have the transaction number.
How the assistant helps
If the transaction number is not available, you can start with:
- Project
- Task
- Business Unit
- Date
- Amount
- Cost Type
- Project Role
- Invoice number
- Purchase order number
If the number of records matched is N, the assistant can:
- Show a list of records.
- Display up to 50 records at a time and provide a deep-link to the Manage Project Costs page, so you can search among these transactions in more detail and identify the appropriate transaction number.
- Let you move through additional pages.
- Let you add or remove columns.
- Ask for one more detail to narrow the list.
Worked Example
A project manager knows the project and task, but not the transaction number, and wants help narrowing down the correct record.
Here's their conversation with the assistant:
User: Transfer a transaction from project BAT-PJCBAT-Proj-02, Task 1.1.
Assistant: I found 7 matching transactions for Project: BAT-PJCBAT-Proj-02, Task: 1.3. Showing 1–7 of 7 below.
| No. | Transaction Number | Business Unit | Project Number | Task Number | Expenditure Item Date | Total Burdened Cost |
|---|---|---|---|---|---|---|
| 1 | 8016844 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 08/10/2022 | 6023.9875 USD |
| 2 | 7689118 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 01/01/2014 | 1.3225 USD |
| 3 | 7689104 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 02/02/2014 | 132.25 USD |
| 4 | 7689108 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 02/02/2014 | -13.225 USD |
| 5 | 7689105 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 02/02/2014 | 13.225 USD |
| 6 | 7689107 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 02/02/2014 | 13.225 USD |
| 7 | 7689106 | Vision Operations | BAT-PJCBAT-Proj-02 | 1.3 | 02/02/2014 | 13.225 USD |
User: The expenditure item date is 08/10/2022.
Assistant: I found transaction 8016844.
Tell me the target project and task so I can prepare the adjustment.
What this example shows
The assistant can start with partial information, ask for one more discriminating detail, and continue until the correct transaction is identified.