Costpoint Online Help

Using the Help Search
Using the Help Search
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Step 2: Freeze the Ledger

Costpoint contains "locking" procedures to ensure that postings can be made to the General Ledger without causing a loss of data during collisions with other processes.

However, you must "freeze" the Ledger for the duration of the burden and revenue computation processes. This means that you must make no postings to the General Ledger from any subsystem (Labor, A/P, and so forth) when those processes are running.

Freezing the ledger gives you a better result because reports printed after the burden cost process is complete all tie together. Some of the detail reports (labor detail, ODC detail) are printed directly from the G/L, but all of the summary reports (Project Status Report, Revenue Summary, and Cost Summary) are printed from a table that is updated only through the burdening process, so it is possible for them to become out of sync. This happens when you post to the G/L AFTER the starting the burdening process. Those additional costs are not picked up for burdening and for revenue calculations and do not appear on the summary reports. However, they appear on the detail reports because those reports are printed directly from the ledger. To ensure that no additional costs can be entered after the final transactions are posted and the closing process has begun, set the Status of individual transaction screens to Not Available in the Status group box on the Manage Subperiods screen. If you do this, no further transactional entry can take place for that subperiod.