Date Published: February 2015
When revising a voucher line item due to an incorrect draw (Voucher Correction), you can transfer all or a portion of the original drawdown amount to a different activity. However, a line item can be revised only in two situations:
In both situations, the following conditions also apply:
Only a grantee with the Create Drawdown role can revise a voucher line item. The user revising the voucher line item does not have to be the same user as the one who created it.
Revising a voucher line item causes new line items to be created for that voucher:
Users can now categorize revisions as collections and recaptures when assigning funds to new activities or they can identify a change made due to billing errors. Users also have comment fields to further explain the exact nature of the revisions and document the calculations of the amounts.
The original line item remains on the voucher but its status is changed to Revised. It can no longer be worked with unless the new voucher line items are not approved.
Completed Voucher Revisions are shown with a reference to the line item number where the revision originated from. The screenshot below shows this new feature (“Revised from Voucher Line Item #"), which is also shown in the View and PDF versions of the Voucher Line Items.