Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Import Allocation Basis Journals

Use this screen to upload your allocation basis journal from the ALLOC_BASIS_PREP table into your Costpoint ALLOC_BASIS_JNL table.

You can populate the Manage Allocation Journals screen by using this screen rather than manually entering the data.

Use this toolkit only for service center type pools with a Manual calculation base on the Service Center subtask of the Manage Cost Pools screen. You can execute this screen more than once for the same fiscal year, period, subperiod, and pool number combination, but Costpoint deletes any unposted records residing in the ALLOC_BASIS_JNL table for this same combination to ensure that duplicate data is not uploaded.

Before using this screen, you must populate the ALLOC_BASIS_PREP table. The layout of this table is noted in the processing instructions that follow. Records that successfully upload populate ALLOC_BASIS_JNL and are deleted from ALLOC_BASIS_PREP. Records that do not successfully upload are detailed in the table window with their respective error descriptions. These records continue to reside in the ALLOC_BASIS_PREP table. Thus, you can adjust the data in the table and try again to upload them. First, either post the records that are successfully uploaded or populate ALLOC_BASIS_PREP with the same records from the original upload. Process partial information only if you are using a standard cost service center. If you are using a year-to-date or current period service center, you must correct the failed records and post all records together. As noted previously, data in the ALLOC_BASIS_JNL is always deleted for the fiscal year, period, subperiod, and pool number combination that is being uploaded.