E1: 52: Changing the Service/Tax Date (DSJV) on a T2 Payroll Record in Workfile Revisions (P4812) Does Not Update the Related Burden Record (Doc ID 2991077.1)

Last updated on APRIL 30, 2024

Applies to:

Symptoms

When a Contract Billing Line (P5202) has a Burden Line (Type 0) cross referenced to a Time and Materials Line, if the user changes the Service/Tax Date on the main T Type record in Job/Amount Revisions (P4812), the system will not update the Service/Tax Date on the burden record linked by the transaction number.

Steps:
1. Create a Contract (P5201) and two billing lines (P5202): one T Type (T&M) and one Type 0 (Burden).
2. Create two accounts (P0901) with Bill Y/N = Y; once for the billable T2 time card en-try and one for T3 Burden.
3. In Accounting JE Rules - Burden Distribution (P069042), form exit to BU Burden Rules; set the Contract's Business Unit to Burden Rule = 2.
4. Return to Work With Burden Distribution AAIs (P069042); enter the timecard ac-count, a PDBA code and the burden account.
5. Return to the Billing Line (P5202) and enter the billable timecard account in the T&M line Cross Reference (P5212).
6. Select the Burden line and row exit to Cross Reference; enter the DBA code from step 4, the row exit again Cross Reference the T Billing Line (P5214).
7. Create Time Entry record (P051121) where the billable timecard account is used.
8. Generate Timecard Entries (R052901).
9. Post the batch (R09801).
10. Run Workfile Generation (R48120) over the batch.
11. Inquire on the T2 Document Type record in Work with Workfile (P4812).
12. Select the line and click on the Additional tab.
13. Click in Srv/Tax Date field and change the date to a different date.
14. Inquire on the Workfile table (F4812); find the records and note how the Type T and Type 0 records have different Service/Tax Dates even though they have the same transaction number.

Changes

Cause

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