PRIOR YEAR POOL AMOUNTS

Use this subtask to enter or review the burden and COM amounts related to the transactions on the main screen.  If you are initializing Cobra Programs, enter the burden and COM by pool number in the table window in this screen.  The Update Prior Year History will automatically update this screen with data from the CB_BURD_SUM table. 

Warning:  Do not run the Update Prior Year History process for a fiscal year that does not exist in the CB_BURD_SUM table.  The process will overwrite all the data in this screen for that fiscal year.  If you have manually input data in this screen for a fiscal year and then run the Update Prior Year History process, all the data that was manually input in this screen will be erased.

You must enter the burden and COM amounts in this table for Cobra Program before you can extract inception-to-date actual costs.

Fiscal Year

This non-editable field displays the fiscal year from the main screen. 

Period

This non-editable field displays the period from the main screen. 

Subperiod

This non-editable field displays the subperiod from the main screen. 

Rate Type

This non-editable field displays the rate type from the main screen. 

Project

This non-editable field displays the project from the main screen.  The non-editable field to the right displays the project name.

Organization

This non-editable field displays the organization from the main screen.  The non-editable field to the right displays the organization name.

Account

This non-editable field displays the account from the main screen.  The non-editable field to the right displays the account name.

GLC

This non-editable field displays the GLC from the main screen.  The non-editable field to the right displays the GLC description.

Employee

This non-editable field displays the employee ID from the main screen.  The non-editable field to the right displays the employee name.

PLC

This non-editable field displays the PLC from the main screen.  The non-editable field to the right displays the PLC description.

Vendor

This non-editable field displays the vendor ID from the main screen.  The non-editable field to the right displays the vendor name.

Vendor Employee

This non-editable field displays the vendor employee ID from the main screen.  The non-editable field to the right displays the vendor employee name.

Table Window

Use the fields in this table window to enter the burden and COM amounts associated with transactions from the main screen. The amounts in the Burden Incurred and COM Incurred columns will be summarized and will display in the Burden and COM columns on the main screen. The fields in this table will be automatically updated when you run the Update Prior Year History process. You should not edit any of the information in this table if the data was inserted by the Update Prior Year History process.

Pool

Enter, or use Lookup to select, the pool number that burdened this transaction. 

Pool Name

This non-editable field displays the name of the pool entered in the Pool field.

Burden Incurred

Enter the amount of the burden calculated for this pool. The total for all rows in this column will be summarized and displayed in the Burden field on the main screen.

COM Incurred

Enter the amount of the COM calculated for this pool.  The total for all rows in this column will be summarized and displayed in the COM field on the main screen.

Table Information

Changes to this screen update the PY_CB_SUM (Prior Year Cobra Summary) and PY_CB_BURD_SUM (Prior Year Cobra Burden Summary) tables.