PRIOR YEAR POOL AMOUNTS

Use this subtask to enter indirect burden amounts incurred and allowed by pool and the related Cost of Money amounts incurred and allowed by pool for each account specified in the main screen. You can enter data using either actual or target indirect rates; however, for a given fiscal year, data entered for ALL projects must use the same type of rates. The rate used is determined in the Fiscal Years table.

You can enter indirect burden amounts for any pool, provided that the pool number exists in the Pool table.

Use this subtask to enter prior fiscal year burden cost when you initialize Costpoint. You can use the fiscal year closing process, which includes running the Update Prior Year History screen (Projects » Project Setup » Project History), to maintain prior fiscal year information for projects once Costpoint is operational.

Fiscal Year

This field displays the fiscal year from the main screen.

Rate Type

This field displays the rate type from the Fiscal Years screen (Accounting » General Ledger » Controls). All projects will use the same rate method (actual or target) depending on how the books were closed for that fiscal year. A display value of "A" represents actual rates and a display value of T represents targeted rates.

Project

This field displays the project from the main screen. The field to the right displays the project description.

Organization

This field displays the organization number from the main screen. The field to the right displays the organization description.

Account

This field displays the account number from the main screen. The field to the right displays the account description.

Table Window

Pool

Enter pool number against which the history will be entered. All pool numbers selected must exist in the Pool table but are not required to exist for allocation group 1. This is a required field.

is available.

Pool Name

This column displays the description of each pool number selected.

Incurred Amount

Enter the indirect incurred amount for each pool. The incurred amounts entered for all pools belonging to the same account will be added and displayed in the main screen in the Burden Amount Incurred column.

Allowed Amount

Amounts entered for all pools belonging to the same account will be added and displayed in the main screen in the Burden Amount Allowed column. During data entry, the Incurred Amount will default into the Allowed Amount column but can be overridden.

Discount Amount

This field displays the discount amount for each pool. This amount is taken from the PSR_PY_BURD_SUM table.

COM Incurred Amount

Enter the indirect COM incurred amount for each pool. The incurred amounts entered for all pools belonging to the same account will be added and displayed in the main screen in the COM Burden Amount Incurred column.

COM Allowed Amount

Enter the indirect COM allowed amount for each pool. The allowed amounts entered for all pools belonging to the same account will be added and displayed in the main screen in the COM Burden Amount Allowed column. The COM incurred amounts will default into the COM Allowed Amount column but can be overridden.

Table Information

Changes to this screen update the PSR_PY_BURD_SUM table.