COST CREATION SETUP

Use this screen to set up the cost portion of your cost pools. In addition, you can use this screen with the Base 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 Cost Creation Setup screen, you must first use Find or Query to select a valid cost pool. Before you can use this subtask, you must have already established and saved the cost pool in the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) and entered the Default Allocation Credit Account in the Default Accounts subtask.

Use the wildcard feature to help you quickly set up the account/organization combinations that will form the cost (numerator) portion of your cost pool. Instead of using the wildcard feature, you also can enter individual cost 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 cost pools by selecting them in the Cost Pools screen, using the Pool Cost subtask.

You can add only new account/organization combinations in this screen; you must perform changes or deletions to existing combinations in the Pool Cost subtask of the Cost Pools screen.

After completing this screen and, optionally, the Base 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 completing the Create Pool Links, you can review and fine-tune the combinations, if necessary, in the Pool Cost 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. After you have initialized cost accounts, you need to use this screen only to add additional account/organization combinations.  You should review this screen and run the Create Pool Links process each month to ensure that all changes and additions to the account/organization structure are incorporated in the pools structure.

Allocation Group

This non-editable field displays the allocation group number of the selected record. The adjacent field displays the description of the allocation group.

Fiscal Yr

This non-editable field displays the fiscal year of the selected record.

Pool No

This non-editable field displays the pool number of the selected record. The adjacent field displays the description of the pool number.

Table Window

Cost Account

Enter, or use to select, a valid account number. 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:

Note that the % wildcard denotes "any character, any length," while the _ wildcard indicates "any single character."

Cost Organization

Enter, or use to select, a valid 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.