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Administrator Guide
Last Updated: 2023-06-23
Reference: Project Billing Transaction Ineligibility Reasons

Reference: Project Billing Transaction Ineligibility Reasons

You can use these ineligibility reasons to view why a nonlabor billable transaction is ineligible for transfer or split during project billing review.
Ineligibility Reason
Transfer or Split Eligibility
More Information
Expense report isn't approved.
Ineligible for transfer and split.
You edited the expense report during an in process transfer or split. To transfer or split the expense report, approve the source document.
Expense report isn't editable.
Ineligible for transfer.
You can't edit expense reports with:
  • Intercompany billable transactions.
  • Tax declarations.
  • Unpaid negative reimbursements.
Expense report line has a fixed expense item.
Ineligible for split.
Examples:
  • Mileage.
  • Per diem expenses.
  • Travel journal items.
Supplier invoice isn't approved.
Ineligible for transfer and split.
You edited the supplier invoice during an in process transfer or split. To transfer or split the supplier invoice, approve the source document.
Supplier invoice isn't editable.
Ineligible for transfer and split.
You can't edit supplier invoices with:
  • A status of
    Canceled
    .
  • A gapless document number.
  • A paid or in progress payment.
  • Lines that have a
    Project Transaction Adjustment Event
     business process in progress.
Supplier invoice line has bill, replace purchase orders, and worktag balancing.
Ineligible for transfer.
Supplier invoice line has purchase orders split by quantity.
Ineligible for split.
Supplier invoice line is split by quantity.
Ineligible for split.
Supplier invoice template line is recurring.
Ineligible for split.
Transaction has intercompany billing.
Ineligible for transfer and split.
Transaction has supplier invoices associated with a prepaid schedule.
Ineligible for transfer and split.
You can only transfer or split unpaid transactions.
Transaction is an ad hoc transaction or a capital project transaction.
Ineligible for transfer and split.
You can't transfer or split ad hoc project transactions.
Transaction is in process of an accounting adjustment or another type of billing review update.
Ineligible for transfer and split.
To transfer or split the transaction, approve the accounting adjustment or billing review update.
Transaction requires a budget check.
Ineligible for transfer and split.