Reopening partner report

A partner report in status Submitted or Control ongoing can be reopened from inside the partner report, by clicking the Reopen partner report button.

Only a user with privilege Reopen partner report active can see and use Reopen partner report button.

Reopening a partner report allows for changes in the initial report that can’t negatively impact aggregations and future partner reports, thus following situations can exist:

Reopening of the last partner report

1. Reopen report that is the last created for the project partner - full reopening of partner report:

• No data is cleared from the report and all is editable, with the following exceptions in the List of expenditure tab:

  • expenditure item ID, currency and exchange rates are frozen from initial report

  • no new expenditure item can be deleted (but can be edited)

  • no new expenditure item can be added (in order to avoid exchange rate issues)

  • Parked expenditure list is visible and any item from it can be deleted or added to the reopened partner report

• Procurements created in current partner report can be further edited, for older ones only new additions of beneficial owners/subcontractors/attachments is allowed.

• Previous uploads are displayed and can be changed, except in Report Annexes tab, where user can only add new ones.

Creation of a new draft partner report is locked while last partner report is Reopened.

Reopening of any partner report that is not last

2. Reopen report that is not the last created for the project partner - partial reopening of partner report:

• No data is cleared from the report and only the following is editable:

  • List of expenditure tab:

    • following fields are editable: GDPR flag, Link to procurement, Description and Comment

    • no expenditure item can be deleted / no new expenditure item can be added (in order to avoid exchange rate issues)

    • Parked expenditure list is not visible

    • Expenditure item attachment can be changed/uploaded

  • Public Procurements created in current partner report cannot be deleted, but can be further edited, except procurement name, which is locked.

  • Contributions tab: only changing attachment is allowed

  • Report Annexes tab: user can add new uploads

Upon (re)submission of a Reopened partner report:

• partner report goes back to the status from before reopening, namely Submitted or Control ongoing

• no recalculation of exchange rates happens

• financial overviews are refreshed, reflecting changes done

• partner report overview is populated with updated Amount submitted and Date of last submission

Unlimited and limited editing does not change for a report that is already reopened when deleting the last report in draft. You have to first delete the last draft report and then reopen for it to be unlimited editing.

Control work

• Control work can’t be started/finalised while partner report is in status Reopened.

• Control work started before reopening a partner report is not lost and can be continued by controller even while partner report is reopened, except for Expenditure verification tab and Finalize control button - which are locked until Reopened partner report is (re)submitted

• Expenditure verification tab: everything except Parked and Comment columns is reset upon resubmission of a Reopened partner report.

In case of automatic sampling, sampling is re-runned upon (re)submission of the Reopened partner report.