Scenario: You transferred a batch of jobs and you noticed that one or more jobs need to be edited or corrected, BUT the report period is APPROVED.
Solution: Prior Period Adjustment (PPA) is the process to make changes to a job batch linked to an already approved report period!
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Step 1: Go to Weatherization > Weatherization Admin > Unreport Jobs. Select the job(s) you need to edit or correct and click “Unreport Selected”
Step 2: Open the unreported job(s) and make all necessary edits and corrections.
Step 3: Go to Weatherization > Weatherization Admin > Job Reporting.
Step 4: Select the job(s) you edited/corrected. Then select the SAME report period you had selected previously and click “Mark Reported”
Step 5 (if applicable): If measure and expense totals have changed, run the CSD monthly report for all corrected programs and update EARS to match
Step 6: Go to Weatherization > CSD eCORE Database Reporting > CSD eCORE Database Prior Period Adjustments. Select the adjusted jobs and click "eCORE Database Data Transfer"
