.Use this screen to set up the base portion of your cost pools. In addition, you can use this screen with the Cost Creation Setup screen (Projects » Cost and Revenue Processing » Cost Pool Setup) and the Create Pool Links screen (Projects » Cost and Revenue Processing » Cost Pool Setup) to quickly establish or add to your cost pools. To use the Base Creation Setup screen, you must start by using Find or Query to select a valid cost pool. You must have already established and saved the cost pool in the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup). Only the actual Cost Pools screen and the Default Allocation Credit Account and Organization are required to save the screen before you proceed to Base Creation Setup. This is the most efficient way to set up cost pools.
The wildcard feature is available for the Base
Account and Base
Organization fields to help you quickly set up the account/organization
combinations that will form the base (denominator) portion of your cost
pools. Instead of using the wildcard feature, you also can enter individual
base account/organization combinations in this screen, which is helpful
if some of your combinations are not easily set up using wildcards. As
an alternative, you can establish your bases by selecting them in the
Cost Pools screen (Projects » Cost and
Revenue Processing » Cost Pool Setup), using the Pool Base subtask.
You also can enter the accounts, organizations, and reference numbers
of the allocations, cost variances, and receivable variances in this screen;
however; all fields other than the Base
Account and Base
Organization fields must be filled in using validated entries
or .
You can add only new account/organization combinations in this screen; to change or delete existing combinations, use the Pool Base subtask of the Cost Pools screen. If you want to delete account/organization combinations from the base of a pool that has already been posted, please contact General Support for assistance.
After completing this screen and, optionally, the Cost Creation Setup screen (Projects » Cost and Revenue Processing » Cost Pool Setup), you can establish the links for the accounts and organizations selected in the Create Pool Links screen (Projects » Cost and Revenue Processing » Cost Pool Setup). After you have run the Create Pool Links screen, you can review and fine-tune the combinations, if necessary, in the Pool Base subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup).
Use this screen when initializing a cost pool or service center (if the service center has an automatic base calculation). After you initialize base accounts, allocations, and variances, use this screen only to add additional combinations. You should review this screen and run the Create Pool Links process each month to accommodate changes and additions to the account/organization structure.
This non-editable field displays the allocation group number of the selected record. The adjacent field displays the description of the allocation group number.
This non-editable field displays the fiscal year of the selected record.
This non-editable field displays the pool number of the selected record. The adjacent field displays the description of the pool number.
Enter, or use to select, a valid base account. When
entering account numbers, you must enter the delimiters (dashes) between
segments. This is a required field.
You can enter wildcards in this field. The wildcards are % and _. Examples of their use are as follows:
|
% |
= |
All |
|
%123 |
= |
Ends with 123 |
|
123% |
= |
Begins with 123 |
|
%123% |
= |
Contains 123 |
|
1_3 |
= |
Begins with 1 and ends with 3 and is 3 characters long |
Note that the % wildcard denotes "any character, any length," while the _ wildcard indicates "any single character."
Enter, or use to select, a valid base organization.
When entering the organization, you must enter the delimiters (periods)
between segments. You can enter wildcards in this field. This is a required
field.
Enter, or use to select, a valid allocation account
number. You cannot enter wildcards in this field. This is a required field.
Enter, or use to select, a valid allocation organization.
You cannot enter wildcards in this field. This field initially defaults
to the organization specified in the Default Accounts subtask of the Cost
Pools screen (Projects » Cost and Revenue
Processing » Cost Pool Setup). If you delete this default and leave
the field blank, the base organization will be used. This is a required
field.
If you are using reference number 1 for data entry, enter, or use to select, a valid Allocation Reference 1. You cannot enter
wildcards in this field.
If you are using reference number 2 for data entry, enter, or use to select, a valid allocation reference 2. You cannot enter
wildcards in this field.
Enter, or use to select, a valid cost variance account
number. You cannot enter wildcards in this field. This is a required
field.
Enter, or use to select, a valid cost variance organization.
You cannot enter wildcards in this field. This field initially defaults
to the organization specified in the Default Accounts subtask of the Cost
Pools screen (Projects » Cost and Revenue
Processing » Cost Pool Setup). If you delete this default and leave
the field blank, the base organization will be used.
If you are using reference number 1 for data entry, enter, or use to select, a valid cost variance reference 1. You cannot
enter wildcards in this field.
If you are using reference number 2 for data entry, enter, or use to select, a valid cost variance reference 2. You cannot
enter wildcards in this field.
Enter, or use to select, a valid receivable variance
account number. You cannot enter wildcards in this field. This is
a required field.
Enter, or use to select, a valid receivable variance
organization. You cannot enter wildcards in this field. This field initially
defaults to the organization specified in the Default Accounts subtask
of the Cost Pools screen (Projects »
Cost and Revenue Processing » Cost Pool Setup). If you delete this
default and leave the field blank, the base organization will be used.
If you are using reference number 1 for data entry, enter, or use to select, a valid receivable variance reference 1. You cannot
enter wildcards in this field.
If you are using reference number 2 for data entry, enter, or use to select, a valid receivable variance reference 2. You cannot
enter wildcards in this field.