Miscellaneous Adjustment Settings

You can control miscellaneous adjustment behavior using the Miscellaneous Adjustment configuration group. Use these settings to manage miscellaneous adjustment behavior.

Field Description
update-approver-on-edit Indicates whether the Approver field on an miscellaneous adjustment is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToMiscellaneousAdjustmentApprover configuration option in the ASM TriggersCollapsed configuration group.

These settings in the Actuals configuration group control where transactions generated by miscellaneous adjustments roll up to.

Field Description
Categories The categories settings contains a list of categories in the transaction object to be rolled up to that transaction object. For instance, the BookingsCategories setting in the Actuals configuration group has one value:  Booked Revenue.  This means that transactions with the category Booked Revenue roll up to Bookings in actuals.
Disabled The disabled settings in the Actuals configuration group contain lists of entity names to which transactions are not rolled up to for that actuals category.
IgnoreCategories Contains values for each transaction that is not to be rolled up to any actuals. Two default values are provided:
  • Budgeted Expense Cost
  • Budgeted Cost

While these transactions remain in the system, they do not roll up to any Actuals values by default.

The Billing Event Generation process only picks up miscellaneous adjustments with categories listed in the BillingsCategories configuration option in the Actuals configuration group . By default, only Ready-to-Bill Revenue is included in the BillingsCategories configuration option. This means that only miscellaneous adjustments of that category get Billed and/or Invoiced. When the transactions get billed or invoiced, those transactions are marked eligible respectively, and roll up to the Billed and Invoiced Actuals buckets. Roll-ups are also dependent on Include in Financials eligibility.

The Actuals Types configuration group contains configuration options that define the period types for which actuals records are created for Regions, Practices, Groups, Projects and Resources. See "Actuals Settings".

Related Information

Miscellaneous Adjustments

Managing Settings

Configuration Groups, Options and Values

Related Tasks

Creating Miscellaneous Adjustments

Changing the Owner of Miscellaneous Adjustments

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