Use this screen to set up projects that will be transferred during the IWO process.
These projects must pre-exist as valid projects in the sending database
before they are available for 
in this screen. The projects
must be set up as billable projects so the detailed transaction data can
be added to the open billing detail table. You must also set the Project Classification
to INTER-COMPANY in the Maintain
Project Master screen (Projects » Project
Setup » Project Master). Also, you must create a record in the
Project Billing Info screen (Projects
» Billing » Billing Master) for these projects.
Costpoint uses these criteria to limit the records when
you select a valid IWO project. If you want revenue recognized for these
projects, you must set up the Basic Revenue Info screen (Projects
» Project Setup » Revenue Setup), and a revenue account must exist
in the project account group of the project. If you want costs transferred,
you do not need to create revenue record, but you must set up a cost transfer
account and include it in the project account group.
This screen is the third step in the IWO process.
Enter, or use to select, the project that will be transferred.
The projects available for are those set up with a Project
Classification of INTER-COMPANY
in the Maintain Project Master screen (Projects
» Project Setup » Project Master). In addition, the project must
contain Project Billing Info screen (Projects
» Billing » Billing Master or Projects
» Project Setup » Revenue Setup) information. The field to the
right will display the project description.
Enter, or use to select, the transfer location. These
locations were originally created in the Maintain Transfer Locations screen.
This non-editable field displays the currency that is associated with the locations entered. The location and the related currency were set up in the Maintain Transfer Locations screen.
Use the drop-down list to select the expense mapping. Create these locations in the IWO Expense Mapping screen.
Use this group box to select the type of labor transfer you would like to make.
If you are transferring data within the same database and to the same company, you will be able to select the As Charged or the To Single Employee options. The As Subcontractor and Automatically Set Up Subcontractors options will be disabled.
If you are working with the same database but are transferring data to a different company within that database, you will be able to select the As Subcontractor or To Single Employee options. The As Charged option will be unavailable. This selection is not available because the same employee/vendor cannot exist within the same database even if it is for a different company.
If you are planning to use two different databases from different companies, all options will be available.
Select this option to transfer everything including employee/vendor ID, GLC, and PLC to the new project as it was originally charged. It is available only if you are transferring data from one database to an external database or within the same company and database. The receiving database must contain the employee/vendor ID, PLC and GLC in the tables. If you select this option and are transferring to an external database, you will need to set up the employee and/or vendor information in the destination database. If you are transferring within the same company and database, this will not be necessary.
Select this option to transfer all labor costs to one employee. This indicates that you do not want to transfer labor detail at the employee level. Because the employee ID (EMPL_ID) must exist in the receiving database, you can create a "dummy" employee to receive all labor records. This selection is available whether you are transferring within the same company and database, transferring to an external database in the same company, or transferring to a different company within the same database.
Use this option to transfer labor costs as subcontractor costs. If you also select the Automatically Set Up Subcontractors check box, you can have the vendor employees automatically set up when the IWO is posted. If you do not select that option, you will have to manually enter the vendor employees in the destination database. This option is available whether you are transferring to a different company within the same database or to a different company in a different database. It is unavailable when you are transferring data within the same database and company.
If you selected the To
Single Employee option, enter, or use to select, the employee ID that will receive all the labor
costs.
If you selected the To Single Employee option and entered an ID in the Employee ID field, this field will display the employee name.
Select this check box to set up subcontractors automatically during the Post IWO process. This option is available whether you are transferring data within the same database to a different company or to an external database that is a different company.
Select this option if you want the IWO journal to credit an unbilled account. This project will recognize revenue.
Select this option if you want the IWO journal to credit the cost transfer account. This project will not recognize revenue.
Select this check box to have every entry validated for account, organization, and project, according to your Costpoint settings. You will usually select this check box when making transfers within the same database.
Use this table window to identify the project account and org for each transaction type.
This non-editable field displays the transaction type. The transaction types available are: destination project inter-company receivable and inter-company payable.
Enter, or use to select, the project that you wish
to associate with the destination project inter-company receivable or
inter-company payable.
Enter, or use to select, the account that you wish
to associate with the destination project inter-company receivable or
inter-company payable.
Enter, or use to select, the organization that you
wish to associate with the destination project inter-company receivable
or inter-company payable.
The IWO project (IWO_PROJ) is populated by the IWO Project Setup screen header.
The
Project ID (PROJ_ID) is updated by the Project
field in the screen header. This field is a field. Any
project set up in the Maintain Project Master screen that has a Project
Classification of INTER-COMPANY
is a billable project and has a valid entry in the Project Billing Info
screen (Projects » Billing » Billing
Master or Projects » Project Setup
» Revenue Setup) will be valid and available for selection.
IWO expense mapping (IWO_EXP_MAP_CD) is updated by the Expense Mapping drop-down list in the screen header. This is a lookup from valid entries made into the IWO_EXP_MAPPING table created in the IWO Expense Mapping screen (Projects » Inter-Company Work Orders » Controls).
Validate account (VALIDATE_ACCT_FL) is updated by the Validate Posting Accounts check box in the screen header. If you selected the check box, Costpoint Inter-Company Work Orders will attempt to validate all account entries in the table screen against the sending database account, organization, and project tables. Generally, you should leave this check box blank if the transfer will be made to a separate database and not just to a separate company within the same database.
System IWO credit (S_IWO_CR_CD) is the Record group box in the screen header. If you selected the Cost Transfer option, C will be displayed in this column of the table. If you decide on Cost Transfer, you will have to enter an additional cost transfer account in the child table window. If you selected Unbilled Receivable, this column will display a U. (If revenue is computed, there will be a debit balance in unbilled receivable. The IWO entry credits the unbilled receivable to zero out the entry and sets up an IWO receivable. If no revenue entry is made, there will be no IWO entry to zero out, so the credit needs to go to the additional account designated as the cost transfer account.)
The receiving IWO location (RCV_IWO_LOC_CD) is updated by the Location field in the screen header. This field is a lookup from valid entries made into the IWO_LOCATION table created in the Maintain Transfer Locations screen (Projects » Inter-Company Work Orders » Controls).
The transfer single employee selection (XFR_SINGLE_EMPL_FL) has been replaced beginning with version 5.0. The new column name is XFR_LABOR_CD. The valid codes for this column are E for transfer to a single employee, S for transfer as a subcontractor, and C for As Charged.
The transfer Employee ID (XFR_EMPL_ID) field is available only if you have selected the To Single Employee option in the screen header. If you selected the option, you must create the same employee in the receiving database with the employee ID value entered in this field.
The transfer employee Name (XFR_EMPL_NAME) field is available only if you selected the To Single Employee option in the screen header. If you selected the option, you must enter the same employee name in the receiving database for the ID code entered in the transfer Employee ID (XFR_EMPL_ID) field.
Automatically Set Up Subcontractors (AUTO_SUBCTR_FL) field will be available if you have selected the As Subcontractor option.
Modified by (MODIFIED_BY) is a system-used field that identifies the user ID of the person making the entry or change.
Time stamp (TIME_STAMP) is a system-used field that identifies the time and date of the row creation or modification.
Row version (ROWVERSION) is a system-used field.
IWO project accounts (IWO_PROJ_ACCTS) is populated by the IWO Project Setup screen table window. There are either three or four rows entered into this table, depending on the record's status as a revenue or a cost transfer. In the case of the destination project row, the Account column is not required because the data will be transferred out of accounts on the sending side and into accounts on the receiving side depending on the data entered in the IWO Expense Mapping screen (Projects » Inter-Company Work Orders » Controls). Because you have detailed this on a line-by-line basis, it is not needed in this screen and you can leave the field blank.
Project ID (PROJ_ID) is the key field linking the IWO project (IWO_PROJ) and IWO project account (IWO_PROJ_ACCT) tables.
The System IWO Transaction Type (S_IWO_TRN_TYPE) is pre-populated by Costpoint Inter-Company Work Orders from a list of valid transaction types. One extra type will be available if you selected the Cost Transfer option in the Record group box. Valid entries stored in the data table are R (Inter-company Receivable), I (Inter-company Payable), P (Destination Project), and C (Cost Transfer).
Organization ID (ORG_ID) designates the receiving project of the IWO transfer. It should be a valid project in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking will be done until you execute the preprocessing routine on the receiving database.
Account ID (ACCT_ID) designates either the sending database payable account or the receiving database receivable account during the IWO transfer. It should be a valid account in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking will be done until you execute the preprocessing routine on the receiving database. The account should also be linked to organization and project.
Receiving Project ID (RCV_PROJ_ID) designates the receiving project of the IWO transfer. Currently, you cannot set up more than one project with the same destination project. It should be a valid project in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking will be done until you execute the preprocessing routine on the receiving database. No entry is necessary in the Account field for this row since that data is supplied in the IWO Expense Mapping screen (Projects » Inter-Company Work Orders » Controls).
Modified by (MODIFIED_BY) is a system-used field identifying the user ID of the person making the entry or change.
Time stamp (TIME_STAMP) is a system-used field identifying the time and date of the row creation or modification.
Row version (ROWVERSION) is a system-used field.