Field Descriptions

Table Information

 

Pool Cost Creation

What can I do in this screen?

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 and the Create Pool Links screens 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 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, you can establish the links for the accounts and organizations selected in the Create Pool Links screen. 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.

When should I use this screen?

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.

Field Descriptions

Identification

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 Year *

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 Lookup 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."

Cost Organization *

Enter, or use Lookup 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.

 

* A red asterisk denotes a required field.

 

Table Information

Changes in this screen update the               tables.

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