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Cost Plan removal from Expense line not changing actuals

skumar_srbh
Tera Guru

Monday

Hi Team,

 

I have a scenario, where expense line is created through migration. As soon it is created, ServiceNow will generate a cost plan and map with the same(OOTB functionality, originally EL records came without CP).
In few cases, users are expected to link a different cost plan instead of system one, and while doing so,  below steps are being followed -
open the expense line record >update the cost plan> change the state of EL to pending> update back the state as processed. Now newly linked cost plan actuals is updated as expected however original cost plan's actual remain same, which is causing issue.

 

Have any one faced this scenario..  any suggestion to tackle this.?

 

Thanks in advance!!!

 

Regards,

Kumar

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Namita Mishra
ServiceNow Employee

Monday - last edited Monday

Hi @skumar_srbh ,

Thanks for connecting with the community.

 

 

  • Once an expense line has been processed, it becomes locked and cannot be updated by the project manager.
  • To correct an incorrectly processed expense line, create a new expense line with the same amount as the original, but as a negative value. This effectively reverses the previously processed cost in the system-generated cost plan.
  • After negating the incorrect entry, re-import the expense lines with the correct details, ensuring they are associated with the appropriate cost plan.

While this approach may not be the simplest, it is the recommended method to fix incorrectly imported expense lines and accurately align costs with the correct cost plans.

 

Hope this answers the query. If it does, please mark the response as correct to help me and the community.

 

Happy SPM Journey!

 

Thank You!

Namita Mishra

 

 

 

 

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