Use this screen to group pools by a sequence number. The sequence number also drives the order in which pools are allocated. For example, pools in sequence "2" are allocated after pools in sequence "1." It is very important that pools have the correct sequence number. If a pool allocates some of its costs to another pool or base, it must have a lower sequence number than the pool that is receiving the costs.
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Warning: You must run the Build Rate Application Table process (Projects\Process\Allocations) if you change the sequence number of any cost pool or service center. |
Use this screen to initially set the sequence of all cost pools (including service centers) in all allocation groups. You will need to make additional changes in this screen only when you need to change sequence numbers. After the initial setup of this screen, you must run the Build Rate Application Table process (Projects\Process\Allocations).
Use Query to select the allocation group number and the fiscal year of the pools for which you want to set sequence numbers.
Use the Query button on the toolbar to select an allocation group and fiscal year for setting up the pool processing sequence.
Group 1 is the primary allocation group, in that all the pools in that group will allocate to projects. However, you can select any valid allocation group.
The adjacent field displays the description of the allocation group.
This non-editable field displays the fiscal year for the allocation group/fiscal year combination selected.
Use the fields in this table window to change or view the sequence numbers of each pool in the allocation group.
Use this field to assign a sequence number that corresponds to each pool within the allocation group.
Example: If pools 1, 3, and 5 are put in sequence 1, they will allocate before pools 2 and 8, which are put in sequence 2.
This non-editable field displays all of the pool numbers that belong to the allocation group specified.
This non-editable field displays the name of each cost pool.
Use this checkbox to select the calculation of a pool base.
Select the checkbox to take the pool base amounts from the General Ledger for each base account/organization combination specified for the pool.
Deselect the checkbox to take the pool base from the Allocation Journal. For manual service centers, this checkbox should always be unselected.
* A red asterisk denotes a required field.
Changes in this screen update the ALLOC_APPLIC (Allocation Applications) table.
