How to View and Resolve PPM Cost Transfers Not Processed


Overview

This article explains how to review PPM cost transfers that have not been processed, resolve transfers with validation errors, and cancel a transfer that should no longer be processed.

For instructions on identifying an approver for a transfer in Pending Approval status, review How to Identify PPM Cost Transfer Approvers.

Essential Information

Oracle does not send notifications for transfers that remain in Pending Approval status. Initiators should regularly review unprocessed transactions in Oracle or use the Project Cost Transfer Panorama in the Business Analytics Hub.

Oracle sends a Cost Transfer Exceptions email when an approved transfer cannot be processed because of a validation error. The email includes the affected transactions and error messages.

Note: A canceled cost transfer will not be reflected in Oracle Financials Cloud.
StatusWhat It MeansAction Required
RejectedThe approved transfer did not process because of a validation error. (system-rejected)Correct the error and resubmit the transfer, or cancel it.
Not AllowedThe transfer did not pass an Oracle control and was automatically canceled.No further action is required.
Pending ApprovalThe transfer is waiting for approval.Contact an appropriate approver, or cancel the transfer if it should no longer be processed.
Approval Rejected
  • An approver has rejected the transfer with a reason given.
  • The initiator has withdrawn the transfer from the “Created by Me” area on the home page.

(user-rejected/withdrawn)

Review the reason given and correct then resubmit or contact the approver for more details.
Common reasons a transfer may not be processed include:
  • The cost is outside the project, award, or budget dates.
  • Project- or task-level transaction controls prevent the transfer.
  • The cost is not allowable for the project type.
  • The transfer encountered another validation error.
  • The transfer is awaiting approval.

Next Steps

Use the sections below to review, resolve, or cancel an unprocessed cost transfer.

Review Unprocessed Cost Transfers Expand for details
  1. Log in to Oracle Financials using Single Sign-On.
  2. Select Projects and Awards > Costs.
  3. On the Overview page, expand Transaction Processing Status.
  4. Select the Adjustments tab.
  5. Review both the Exceptions and Pending tabs.
     
Information: If transaction details do not appear, select another tab, such as Borrowed and Lent or Burdening, and then return to Adjustments. This refreshes the page when the details do not load correctly.
Review and Resolve an Exception Expand for details
  1. On the Exceptions tab, select the numbered link in the Number of Exceptions column.
  2. In the Search Results, select the Filter icon.
  3. Enter the applicable Project Name, Project Number, or other criteria in the fields above the columns, and press Enter.
  4. Select the applicable Transaction Number link.
  5. On the Expenditure Item page, select Adjustment History.
  6. Review the Adjustment Status and associated error message.


      
Resolve a Rejected Transfer Expand for details
  1. Review the error message to determine why the transfer was not processed.
  2. Correct the issue identified in the message.
  3. Return to the transaction.
  4. Click to highlight the row with Rejected status.
  5. Select Resubmit Adjustment.
     
If the transfer should no longer be processed or needs to be transferred to a different project or task than was entered in the initial attempt, follow the instructions under Cancel an Unprocessed Cost Transfer.
Review a Not Allowed Transfer Expand for details

If the status is Not Allowed, Oracle has automatically canceled the transfer. No further action is required.

Review a Pending Transfer Expand for details
  1. Return to Transaction Processing Status.
  2. Select the Adjustments tab.
  3. Select Pending.
  4. Select the numbered link in the Number of Adjustments Pending column.
  5. In the Search Results, select the Filter icon.
  6. Enter the applicable Project Name, Project Number, or other criteria in the fields above the columns, and press Enter.
  7. Select the applicable Transaction Number link.
  8. On the Expenditure Item page, select Adjustment History.
  9. Confirm that the Adjustment Status is Pending Approval.
  10. Select the Pending Approval link to open workflow details.
  11. Review the Assigned to: row to see the workflow group assigned. Ignore Rejected by Workflowsystem as long as the transfer has been assigned to a group.
  12. Select Done to close the details.
     

To determine who can approve the transfer, review How to Identify PPM Cost Transfer Approvers.

Cancel an Unprocessed Cost Transfer Expand for details

A transfer in Rejected or Pending Approval status can be canceled from the applicable transaction results or located directly through Manage Project Costs.

  1. Navigate to Manage Project Costs.
  2. Use Advanced Search to search for the Transaction Number.
  3. Select the applicable Transaction Number link.
  4. Select Adjustment History.
  5. Select the adjustment row that should be canceled.
  6. Select Cancel Adjustment.
  7. When the warning message appears, select Yes to proceed.
  8. Confirm that the adjustment no longer displays as Pending Approval or Rejected and that Oracle displays the applicable cancellation status (may show as Withdrawn, Canceled, or Approval Rejected).
  9. Select Done to return to the transaction list.
     
Note: If multiple rows appear in Adjustment History, select the row with the applicable status, such as Pending Approval or Rejected. The Cancel Adjustment button becomes available when an eligible row is selected.

Supplemental Guides & Information

Questions?

 

If you need additional assistance, Submit a Ticket to Budget and Finance Support.