Use this subtask to select the account/organization combinations that will form the cost portion of the cost pool. You can select any combination of account/organizations, but the system will enforce the following rules:
Once you have selected an account/organization combination as a cost account/organization combination for a pool, you cannot select it as the base or allocation combination for the same pool within the same allocation group and fiscal year.
Once you have selected an account/organization combination as a cost account/organization combination for a pool, you cannot select it as a cost account/organization combination for any other pool within the same allocation group and fiscal year.
Use this subtask during the initialization process for a cost pool or service center. After initializing cost pools, you will need to use this screen only to make changes. You can set up and maintain the cost pools more easily by using the Create Pool Links screen (Projects\Process\Allocations). This process uses the Pool Base Creation (Projects\Maintain\Allocations) and Pool Cost Creation (Projects\Maintain\Allocations) screens to determine which group of accounts goes into the pools and bases. If you are adding a single account/organization combination to the pool, it may be easier to complete the task in this screen.
Use the following steps to set up to set up the pool of costs to be allocated:
Set up all information on the Pool Details tab.
Enter the Credit Allocation information in the Default Accounts tab.
Identify the account/org combinations to include in your pool.
Select the checkbox to the left of the Account number column to identify the account/organizations that you want to include in the cost pool.
Use the Select pushbutton to include the records that have been checked.
Can I include allocations from other pools in my pool?
You can include allocations from other cost pools by including the debit allocation account/organization from the previous pool in the accounts that are selected for this pool. You must assign a higher sequence number to this pool than the pool that sent the allocation. Inter-pool allocations are common in most pool structures.
Can I change the data in this screen?
You can change the data in this screen at any time. You will not need to run the Build Rate Application Table process (Projects\Process\Allocations) after you have made a change to the cost pool.
We strongly recommend that you run the Create Pool Links screen (Projects\Process\Allocations) once per period before computing rates. This will ensure that any accounts that have been added to your chart of accounts are included in the correct cost pool. The Create Pool Links application will not delete any account/organization combinations that do not fall into the structure established in the Pool Cost Creation screen (Projects\Maintain\Allocations). See the documentation for Create Pool Links and Pool Cost Creation screens for more information on this subject.
Use the account/organization combinations in this table window to create the cost pool. The table will automatically populate with all account/organization combinations that have not already been selected as a component of your pool.
This field displays the accounts that are available to be selected. These accounts, combined with the selected organizations, must be active for the fiscal year displayed.
This field displays the organizations that are available to be selected. These organizations, combined with the selected accounts, must be active for the fiscal year displayed.
This non-editable field displays the name of the account displayed in the Account field.
This non-editable field displays the name of the organization displayed in the Organization field.
Use this pushbutton to select an account/organization from the Available Account/Orgs table. You must select the checkbox to the left of the Account/Organization that you want to add in order to select it. The account/organization will display in the Pool Cost table on the right half of the screen.
The account/organization combinations in this table window are the combinations that have been selected for the cost pool.
Select accounts for this field from the Available Account/Orgs table. These accounts, combined with the selected organizations, will form the cost portion of the pool displayed and must be active for the fiscal year displayed.
These organizations are linked to the selected accounts. These organizations, combined with the selected accounts, form the cost portion of the pool displayed, and must be active for the fiscal year displayed.
This non-editable field displays the name of the account displayed in the Account column.
This non-editable field displays the name of the account displayed in the CostAccount field.
This non-editable field displays the name of the organization displayed in the Organization field.
This non-editable field displays the name of the organization displayed in the CostOrganization field.
* A red asterisk denotes a required field.
Changes to this screen update the POOL_COST_ACCT (Pool Cost Accounts) tables.