Use this screen to print, for a given service center, the cost in the service center, the amount allocated, the residual, the accounts that received the service center allocation, and the amount they received. The data for this report does not come directly from the Maintain Allocation Journal screen; rather, it comes from a table created by the Compute and Print Pool Rates screen (Projects\Process\Allocations). This means that the service center you want to print must have been computed in the Compute & Print Pools Rates program before any information is available. Otherwise, the Allocation Journal Edit or Print Service Center Setup reports are the only reports available.
Print this report after running the Compute and Print Pools Rates program and before posting the Allocation Journal.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this group box to limit the service centers that will be printed on the report.
Pools
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter the starting pool for the range you want to include in the report. If you select All or From Beginning in the Option field, this field will be inactive.
Enter the ending pool for the range you want to include in the report. If you select All, One, or To End in the Option field, this field will be inactive.
Allocation Group *
This field displays "One" because you can select only one allocation group.
Enter, or use Lookup to select, the allocation group for which you want to print the report.
Accounting Period
This field displays "One" because you can select only one accounting period.
Enter, or use Lookup to select, a fiscal year. You can select any fiscal year, as long as the data for the fiscal year has been computed in the Compute and Print Pool Rates screen (Projects\Process\Allocations). This is a required field.
Period *
Enter, or use Lookup to select, an accounting period. You can select any period, as long as the data for that period has been computed in the Compute and Print Pool Rates screen (Projects\Process\Allocations). This is a required field.
Select this check box to prevent project information from appearing in the pool base information section of the report. This check box is selected by default.