To keep effort certification and the Labor Ledger consistent, limitations are placed on the types of salary expense transfers that may be performed after Effort Certification documents covering a fiscal period have been generated.
The Salary
Expense Transfer document cannot be used to transfer salary expenses that affect
effort levels and are identified after Effort Certification documents have been
generated but before the report period is closed. Instead, changes are made on
the Effort Certification document itself (if it is still pending) or the
institution's authorized user initiates an Effort Certification Document
Recreate action and changes the effort levels on that document to reflect actual
effort. The act of changing the Effort Certification document generates an
automatic salary transfer that maintains consistency between the effort report
and the Labor Ledger.
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