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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