Costpoint Online Help

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Contents of the Post Pool Journals Screen

Use the fields and options to configure the Post Pool Journals screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Pool Numbers

Use the fields in this group box to limit the pools that are posted.

Field Description
Option

Use this drop-down list to select the range of pools for posting. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter the starting pool number in the range. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter the ending pool number in the range. If you select All, One, or To End in the Option field, this field is inactive.

Subperiods

The selected Fiscal Year, Period, and Subperiod must be open for the compute process to occur.

Field Description
Option

Use the drop-down list to select the range of subperiods you want to post. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start Fiscal Year

Enter, or click to select, a fiscal year.

Start Period

Enter, or click to select, a period.

Start Subpd

Enter, or click to select, the starting subperiod. If you select All or From Beginning in the Option field, this field is inactive.

Ending Date

This non-editable field displays the date of the selected subperiod.

End Subpd

Enter, or click to select, the ending subperiod. If you select All, One, or To End in the Option field, this field is inactive.

Ending Date

This non-editable field displays the date of the selected subperiod.

Options

Field Description
Exclude Zero Allocation Amounts to G/L

If you select this check box, the application does not post any rows to the general ledger where the current amount to post is zero on the Manage Allocation Journals screen. In additional, those rows are not copied from ALLOC_BASIS_JNL to ALLOC_BASIS_JNL_HS for regular cost pools and automatic service centers. No rows for manual service centers are deleted because the history tables can be used to import manual service center pool bases. By default, this check box is not selected.

Print Pool Journal

Click to print the Allocation Journal Report without posting to the G/L. You can print the Allocation Journal as often as necessary before posting; however, we recommend that you retain the Allocation Journal that is printed just before posting for audit purposes.

Post Pool Journal

Click the arrow to the right of and make a selection from the drop-down list. Options are:

  • Post Pool Journal: Select this option to the G/L without printing the Allocation Journal Report. You can use this option only if you have printed an auditable copy of the Allocation Journal.
  • Print/Post Pool Journal: Select this option to print the Allocation Journal Report, followed by a posting to the G/L.