9/22/23
Data Elements added to Records>Allocations
Per customer request, Budget Impact & Notes have been added to Records>Allocations.
9/27/23
Ability to Edit "Final" Commitment Items, Change Events & Transactions
This feature removes the constraint of not being able to edit Commitment Items (CIs) & Change Events (CEs) with a status of Approved and Transactions with statuses of Approved-Payment Pending or Paid.
To enable editing:
Admin users should assign the
Comp & TRX Editorroll to users who need to perform editing
To edit CIs & CEs with a status of Approved OR Transactions with a status of Approved-Payment Pending or Paid:
Open the record side drawer
Enable editing
Update the status to
PendingConfirm that you want to edit the record
Make changes (move the status back to
Approved,A-PPorPaidif applicable)Click
Save
Additional Changes:
Users will now be able to log Transactions against CI/CEs with any status
CI/CE status will be abundantly clear
Users will have to verify their intention to log against a CI/CE that is not "Approved" and that doing so may affect calculations.
