Can you edit a "Processed" Expense Line?

[Tim138]

I have an issue where once an Expense Line has been changed to the "Processed" state, my Project Managers are no longer able to make any updates to the values (read-only).  We require the ability to edit these in the event of a change in data or a keying error.  Does anyone know what setting or role can be updated to allow Expense Lines to be editable after they reach the "Processed" state?

Thank you in advance.

[Community Alums]

Hi Tim,

Did you check by providing them with  admin, financial_mgmt_admin roles?

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

[Tim138]

Sandeep,

I tried adding financial_mgmt_admin and that did not resolve the issue.  Do I also need to add admin, or should just one of them do?

[yogesh41]

Even system allows editing the Processed expense line for the users with `admin` role. It is not recommended to updated the processed expense line. The system doesn't monitor change in Processed Expense Lines amount , so it may cause discrepancies in Actuals Cost.

In general the expense lines are being imported from external system or once processed sent to financial system once processed. So it is not recommended to modify Processed expense lines to maintain audit trail. 

Yogesh 

[Pavankumar_1]

Hi,

1. configure the table as below

2. filter the write ACL's as below.

3. open the 2nd ACL fm_expense_line 

if you see below screen it is giving write access only to pending state. if you want you can add

state as Processed.

4. if you add state as Processed then you can write the fields.

Hope it helps!!

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

Regards

Pavankumar