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Reverse clarity custom Investment Task Transactions

  • 1.  Reverse clarity custom Investment Task Transactions

    Posted Oct 05, 2023 08:46 AM
    I would like to reverse my existing transactions that were posted for some tasks of custom investment projects(CIT Modern Ux). The same applies to some custom investment in clarity's new ux. Therefore, please share with us the recommended procedure to reverse all transactions that are associated with either one project or multiple projects.  
     
    1 ) For individual Project/transaction, could you please outline the steps to manually reverse the transaction?
     
    2 )For Multiple Projects/transactions, what approach would you recommend? can you please provide instructions for this scenario?
     
    3 ) Can we use DELETE statement against the task table(odf_ca_task,PRTASK) and custom investment table? If we delete a task, will actuals be reversed/deleted from the table?
     
    Also could you share the pros & cons of doing this?
     
    Providing an example for guidance would be greatly appreciated.


  • 2.  RE: Reverse clarity custom Investment Task Transactions

    Posted Dec 06, 2023 10:20 AM

    "Can we use DELETE statement against the task table(odf_ca_task,PRTASK) and custom investment table? If we delete a task, will actuals be reversed/deleted from the table?" - that would be a BIG "NO"

    You can reverse from the Create WIP Adjustment screen



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    Regards
    NJ
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