Report Heading Allocation Warning

[j924747]

My expense report has two transactions for two different cost centers. I have allocated each expense to the appropriate cost center at the transaction level. I have a warning message indicating I must allocate to the appropriate cost center that should receive the costs which i have completed at the transaction level. The transaction cost centers are not my cost center. How can i submit my report without changing the cost center for the individual transactions, I submitted my report earlier and my approver was unable to approve the report due to the error message stated above.

[PoojaKumatkar]

Hi @j924747 ,

Can you please, recall your report and provide your expense entry screenshot, allocation level screenshots and error screenshot. I want to see edit allocation window cost center field property. 

Also, with reference to warning message indicating I "must allocate to the appropriate cost center that should receive the costs which I have completed at the transaction level. "

Have you selected correct cost centers from the list? Meaning possible that, there must be some permitted cost centers based on some combination/condition, and you might have selected wrong cost center which is not allowed to select. 

[j924747]

Screen prints provided. I have selected the appropriate cost centers and have used these cost centers previously without issue. I believe this is the first time I needed to use multiple cost centers for multiple expenses.

[j924747]

[PoojaKumatkar · Accepted solution]

Hi @j924747 ,

The warning msg talks about default cost center on header. Can you please try selecting same cost center on entry and allocation level and save. Please ensure it is same as header cost center. Let's give it a try and see if warning goes away.

Also, regarding warning msg, it is usually to give information to the users. If you have already taken action on that and updated the information properly then you can still submit the report. System will not restrict you. Let's say if you have selected the wrong cost centre then approver can update their comments while sending report back. They must know what correction needs to be done. 

If possible then I would suggest you to double check with you manager what cost center needs to be selected so that you can avoid mistakes.

Let me know.