Modify Additional Investment Transaction

Explanation

This activity is used to modify an additional investment transactions created for projects at the time of completion.

Prerequisites

In order to perform this activity a project of the Completed status should exist in IFS Financials and and add investment transaction should have been created for it at project completion. Note that the add investment transaction can be modified only as long as the project completion voucher is not updated to the General Ledger.

System Effects

As a result of this activity, the balances of the fixed asset for which the additional investment was created would change.

Window

Project

Related Window Descriptions

Project
Project Completion Details
Add Investment Information

Procedure

To modify an additional investment transaction:

  1. Open the Project window and search for the project for which you want to view completion details.
  2. Right-click in the background of the window and then click Project Completion Details to open the Project Completion Details window.
  3. Right-click in the background of the Project Completion Details window and then click Add Investment Information to open the Add Investment Information dialog box.
  4. Modify the values in the Event Date, Retroactive Date and/or Acquisition Reason fields as required.
  5. Click OK  to save the information.