Costpoint Online Help

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Contents of the Manage IWO Allocations Screen

Use the fields and options to configure the Manage IWO Allocations screen.

Identification

Field Description
IWO Number

Use to retrieve the IWO number for your transfer. The field to the right displays the IWO description.

Locations

Field Description
Sending

This non-editable field displays the location and name of the sending location.

Receiving

This non-editable field displays the location and name of the receiving location.

Allocation

Field Description
Creator

This non-editable field displays the ID of the last user to save the transfer allocation.

Date

This non-editable field displays the last date of any modifications made to the allocation.

Total IWO Transfer (Trans Curr)

This non-editable field displays the total amount of IWO transfers from the sending company or to the receiving company. For sending companies, this field shows the IWO transfer amount in the sending company's functional currency. For receiving companies, this field shows the IWO transfer amount in the IWO currency.

Total IWO Transfer (Receiver Func Curr)

This non-editable field displays the total amount of IWO transfers to the receiving company in the receiving company's functional currency. This field may be blank when viewing transactions for the sending company, if the receiving company is an external transfer location.

Note: This field is available only if you are licensed for Multicurrency.
IWO Currency

This non-editable field displays the IWO currency (which is the sending project's billing currency as set up on the Manage Project Billing Information screen).

Destination Sales Tax Code

Enter, or click to select, the sales/VAT tax code for the receiving location of the IWO allocation. This field is required if sales/VAT tax is included in the IWO allocation.

For an overview of setting up sales/VAT tax information in IWO billing and tax reports, see Include Sales/VAT Tax in IWO Billing and Tax Reporting.

Recovery Percent Enter the recovery percent associated with the sales/VAT tax code. If you enter a value greater than 0, the Recovery Suspense Account and Recovery Suspense Organization fields become required.
Recovery Suspense Account Enter, or click to select, the account that you want to use for the recoverable suspense for the sales/VAT tax code.
Recovery Suspense Organization Enter, or click to select, the organization that you want to use for the recoverable suspense for the sales/VAT tax code.
Recalculate

Click this button to recalculate the functional currency amounts when the rate group, rate date, and/or exchange rate were changed on the Exchange Rates subtask.

Note: This button is disabled in the sending company for external IWO transfers. For internal transfers, this button is disabled if the IWO currency is the same as the sending and receiving companies' functional currencies.

Subtasks

Subtask Description
Allocation Detail Click this link to open the Allocation Detail subtask, which provides more information about the IWO allocation.
Exchange Rates Click this link to open the Exchange Rates subtask, where you can select a rate group, rate date, and/or exchange rate for the IWO transfer.