Delete expenditure item- PA Expenditures

Deleting Expenditure items:

Note this steps can be performed only on expenditure which have not been cost distributed.

Depending upon the expenditure item to be deleted – we might need to delete only one expenditure item or expenditure line or the whole expenditure batch.

PA_EXPENDITURE_ITEMS_ALL—stores smallest item category expenditure units charged to project and task.

PA_EXPENDITURES_ALL-- stores groupings of expenditure items incurred by an employee or an organization for a specific expenditure period. An expenditure also exists for each supplier invoice transferred to Oracle Projects from Oracle Payables. 

PA_EXPENDITURE_GROUPS_ALL-- stores groups or batches of pre-approved expenditures entered by a user. Oracle Projects creates expenditure groups for supplier invoices transferred from Oracle Payables. These expenditure groups have a status of 'RECEIVED'.

Above is the screenshot for the status of the expenditure - only if found so - we can proceed to delete.

if it is not so , then we need to reverse the expenditure batch. 

Reverse Expenditure Batch

Reverse button is enabled only if the current batch is released. In addition, an expenditure batch can be reversed only if the transaction source of the batch allows adjustments.

When you reverse an expenditure batch, all the expenditure items are reversed except the following:

·   Related items
·        Expenditure items that have already been reversed
·        Reversing items (net zero adjusted items)
·        Expenditure items that were created as a result of a transfer adjustment

When the reversal is complete, Oracle Projects displays the number of items that were adjusted and the number of items that were rejected.