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Result or Product of this Process
This process is used to request a Journal Voucher to be completed.
Project Managers should use this process to:
- move costs from one GL to another within a project
- move costs from one project to another project
DoF Accounting will use this process to:
- convert the project from a Capital to an Expense project
- move asbestos/moving to a separate cost object
- convert non-billable time to billable
- split the project into multiple projects after project completion
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1. Initiation
- 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
2. Final Invoice?
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?
3. Acct Change eB Info and Create JV
The Accounting Manager reads the comments and reviews the process fields and executes the Complete option
The next step is Finish
4. Correct Project GL? (Decisional Step)
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?
5. PM Creates Budget Change Process
- The project manager reads the comments and reviews the process fields and takes the Complete action
- The next step is POs on Project?
6. POs on Project? (Decisional Step)
- 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
7. PM Creates Commitment Change Process
- The project manager reads the comments and reviews the process fields and takes the Complete action
- The next step is POs on Project?
8. Account Creates GL Change JV
- The accounting manager reads the comments, reviews the process and takes the Complete action
- The next step is Finish