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This process is used to request a Journal Voucher to be completed.

Composition Setup
 
Deck of Cards
idCardsJV
Card
labelSummary

Project Managers should use this process to:

  • move Move costs from one GL to another within a project
  • move Move costs from one project to another project

DoF Accounting will use this process to:

  • convert Convert the project from a Capital to an Expense project
  • move Move asbestos/moving to a separate cost object
  • convert Convert non-billable time to billable
  • split Split the project into multiple projects after project completion
Card
labelProcess Map

Card
labelStep Descriptions

Toggle Cloak
1. Initiation

Cloak
  • Started by the Accounting Manager or the Project Manager who fills out the required fields and attaches the associated documents before using the Submit option
  • The next step is Capital Expense

Toggle Cloak
2. Final Invoice?

Cloak

Multiple fields are evaluated to determine the reason for the Journal Voucher

If True the next step is Acct Change eB Info and Create JV

If False the next step is Correct Project GL?

Toggle Cloak
3. Acct Change eB Info and Create JV

Cloak

The Accounting Manager reads the comments and reviews the process fields and executes the Complete option

The next step is Finish

Toggle Cloak
4. Correct Project GL? (Decisional Step)

Cloak

The Reason for JV Request field is evaluated to determine if this JV request is "To correct the cost element to which a cost was changed within a project"

If True (Yes) the next step is PC Creates Budget Change Process

If False (No) the next step is Asbestos Move?

Toggle Cloak
5. PM Creates Budget Change Process

Cloak
  • The project manager reads the comments and reviews the process fields and takes the Complete action
  • The next step is POs on Project?

Toggle Cloak
6. POs on Project? (Decisional Step)

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  • The data field "Are there any purchase orders on the project" is evalulated
  • If True (Yes) the next step is PM Creates Commitment Change Process
  • If False (No) the next step is Account Creates GL Change JV

Toggle Cloak
7. PM Creates Commitment Change Process

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  • The project manager  reads the comments and reviews the process fields and takes the Complete action
  • The next step is POs on Project?

Toggle Cloak
8. Account Creates GL Change JV

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  • The accounting manager reads the comments, reviews the process and takes the Complete action
  • The next step is Finish

Toggle Cloak
9 Asbestos Move? (Decisional Field)

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  • The data field "Asbestos moving to separate cost object?" is evaluated
  • If True (Yes) the next step is Acct Updates eB & Creates Asbestos JV
  • If False (No) the next step is Nonbillable/Billable.

Toggle Cloak
10. Acct Updates eB & Creates Asbestos JV

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  • The accounting manager reads the comments, reviews the process fields and takes the Complete action.
    The next step is Finish.

Toggle Cloak
11. Billable/Non-Billable (Decisional Step)

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  • The data field Reason for JV Request is evaluated to determine if it is equal to "Previously non-billable time is being determined as billable".
  • If True the next step is eB Admin Changes Project Number.
  • If False the next step is Wrong Project Cost?

Toggle Cloak
12. eB Admin Changes Project Number

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  • The eB admin reads the comments and reviews the process fields and takes the Complete action
  • The next step is Previous Time Bill?

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13. Previous Time Bill? (Decisional Step)

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  • The data field Reason for JV Request is evaluated to determine if it is equal to Previously non-billable time is being determined as billable
  • If True the next step is Accounting Creates Billable Time JV
  • If False the next step is Finish

Toggle Cloak
14. Accounting Creates Billable Time JV

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The accounting manager reads the comments, reviews the process fields and takes the Complete action

The next step is Finish

Toggle Cloak
15. Wrong Project Cost? (Decisional Step)

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  • The data field Reason for JV Request is evaluated to determine if it is equal to Costs were charged to the wrong project
  • If True the next step is Acct Creates Transfer JV
  • If False the next step is eB Admin Creates/Joins Projects

Toggle Cloak
16. Acct Creates Transfer JV

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  • The accounting manager reads the comments, reviews the process fields and takes the Complete action
  • The next step is Finish

Toggle Cloak
17. eB Admin Creates/Joins Projects

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  • The eB admin reads the comments and reviews the process fields and takes the Complete action
  • The next step is Acct Creates Cost Object IO

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18. Acct Creates Cost Object IO

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  • The accounting manager reads the comments, reviews the process fields and takes the Complete action
  • The next step is PM Determines/Triggers Reallocation

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19. PM Determines/Triggers Reallocation

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  • The project manager reads the comments and reviews the process fields and takes the Complete action
  • The next step is Finance Reallocates Cost

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20. Finance Reallocates Cost

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  • The financial analyst reads the comments and reviews the process fields and takes the Complete action
  • The next step is Accounting Creates Reallocation JV

Toggle Cloak
21. Accounting Creates Reallocation JV

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  • The accounting manager read the comments, reviews the process fields and takes the Complete action
  • The next step is Finish

22. Finish